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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 | $64,328 | $72,492-11.3% | $87,102-26.1% | $72,983-11.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 16.88% | 24.46%-7.6pp | 28.19%-11.3pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,189 | $1,894-37.2% | $2,521-52.8% | $2,440-51.3% |
| Participant deferral / active EE | $2,379 | $3,270-27.2% | $4,048-41.2% | $3,608-34.1% |
| Admin fee / account holder | $1,406 | $5,055-72.2% | $7,491-81.2% | $5,124-72.6% |