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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 | $61,789 | $95,453-35.3% | $112,040-44.9% | $82,448-25.1% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.5%+1.5pp | 68.1%+9.9pp |
| Annual return | 17.13% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,525 | $2,318+8.9% | $2,954-14.5% | $2,551-1.0% |
| Participant deferral / active EE | $3,455 | $4,224-18.2% | $5,098-32.2% | $4,139-16.5% |
| Admin fee / account holder | $1,391 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |