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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 | $56,451 | $72,492-22.1% | $87,104-35.2% | $72,975-22.6% |
| Participation rate | 76.3% | 72.8%+3.5pp | 76.9%-0.6pp | 69.5%+6.8pp |
| Annual return | 21.69% | 24.46%-2.8pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,095 | $1,894-42.2% | $2,521-56.6% | $2,440-55.1% |
| Participant deferral / active EE | $1,844 | $3,270-43.6% | $4,048-54.4% | $3,608-48.9% |
| Admin fee / account holder | $3,588 | $5,055-29.0% | $7,491-52.1% | $5,124-30.0% |