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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 | $58,922 | $83,485-29.4% | $125,195-52.9% | $72,976-19.3% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 21.77% | 25.77%-4.0pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,899 | $2,346-19.0% | $3,866-50.9% | $2,440-22.2% |
| Participant deferral / active EE | $4,571 | $3,586+27.5% | $4,937-7.4% | $3,608+26.7% |
| Admin fee / account holder | $2,566 | $5,518-53.5% | $9,704-73.6% | $5,124-49.9% |