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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 | $97,550-36.7% | $120,344-48.7% | $87,485-29.4% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.7%+1.3pp | 68.9%+9.1pp |
| Annual return | 17.13% | 18.41%-1.3pp | 20.30%-3.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,525 | $2,291+10.2% | $3,020-16.4% | $2,596-2.7% |
| Participant deferral / active EE | $3,455 | $4,230-18.3% | $5,135-32.7% | $4,274-19.2% |
| Admin fee / account holder | $1,391 | $9,543-85.4% | $12,742-89.1% | $7,775-82.1% |