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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,183 | $77,814-52.2% | $158,223-76.5% | $86,983-57.3% |
| Participation rate | 70.5% | 68.4%+2.1pp | 79.2%-8.7pp | 69.5%+0.9pp |
| Annual return | 16.40% | 30.54%-14.1pp | 52.09%-35.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,255 | $2,592-13.0% | $4,109-45.1% | $2,584-12.8% |
| Participant deferral / active EE | $3,649 | $3,270+11.6% | $5,467-33.3% | $4,194-13.0% |
| Admin fee / account holder | $2,329 | $5,879-60.4% | $16,047-85.5% | $7,856-70.4% |