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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 | $54,357 | $123,478-56.0% | $216,567-74.9% | $94,015-42.2% |
| Participation rate | 74.5% | 75.1%-0.6pp | 81.6%-7.1pp | 70.8%+3.7pp |
| Annual return | 13.11% | 23.61%-10.5pp | 12.94%+0.2pp | 17.84%-4.7pp |
| Employer contribution / active EE | $2,340 | $3,136-25.4% | $5,216-55.1% | $2,790-16.1% |
| Participant deferral / active EE | $3,105 | $4,556-31.9% | $6,191-49.8% | $4,249-26.9% |
| Admin fee / account holder | $1,828 | $12,753-85.7% | $21,981-91.7% | $8,951-79.6% |