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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 | $114,712-52.6% | $173,730-68.7% | $87,485-37.9% |
| Participation rate | 74.5% | 73.0%+1.5pp | 79.6%-5.1pp | 68.9%+5.6pp |
| Annual return | 13.11% | 20.18%-7.1pp | 19.96%-6.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,340 | $2,904-19.4% | $4,577-48.9% | $2,596-9.9% |
| Participant deferral / active EE | $3,105 | $4,642-33.1% | $6,326-50.9% | $4,274-27.4% |
| Admin fee / account holder | $1,828 | $10,210-82.1% | $17,523-89.6% | $7,775-76.5% |