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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 | $59,364 | $80,983-26.7% | $96,544-38.5% | $75,177-21.0% |
| Participation rate | 73.6% | 71.8%+1.8pp | 76.0%-2.4pp | 67.2%+6.4pp |
| Annual return | 16.29% | 27.05%-10.8pp | 25.88%-9.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,294 | $2,282+0.5% | $2,966-22.7% | $2,671-14.1% |
| Participant deferral / active EE | $4,801 | $3,929+22.2% | $4,851-1.0% | $4,126+16.3% |
| Admin fee / account holder | $5,294 | $6,717-21.2% | $8,254-35.9% | $5,651-6.3% |