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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 | $56,063 | $67,602-17.1% | $82,312-31.9% | $70,126-20.1% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.9%-6.0pp | 69.5%+1.4pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,009 | $1,755-42.5% | $2,428-58.5% | $2,343-56.9% |
| Participant deferral / active EE | $3,655 | $2,987+22.4% | $3,706-1.4% | $3,332+9.7% |
| Admin fee / account holder | $652 | $4,512-85.5% | $5,608-88.4% | $4,645-86.0% |