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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 | $86,179 | $97,550-11.7% | $120,344-28.4% | $87,485-1.5% |
| Participation rate | 70.4% | 72.8%-2.5pp | 76.7%-6.3pp | 68.9%+1.4pp |
| Annual return | 31.09% | 18.41%+12.7pp | 20.30%+10.8pp | 26.06%+5.0pp |
| Employer contribution / active EE | $1,103 | $2,291-51.9% | $3,020-63.5% | $2,596-57.5% |
| Participant deferral / active EE | $3,444 | $4,230-18.6% | $5,135-32.9% | $4,274-19.4% |
| Admin fee / account holder | $1,974 | $9,543-79.3% | $12,742-84.5% | $7,775-74.6% |