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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 | $72,333 | $123,478-41.4% | $216,567-66.6% | $94,015-23.1% |
| Participation rate | 77.8% | 75.1%+2.7pp | 81.6%-3.9pp | 70.8%+7.0pp |
| Annual return | 14.91% | 23.61%-8.7pp | 12.94%+2.0pp | 17.84%-2.9pp |
| Employer contribution / active EE | $1,055 | $3,136-66.4% | $5,216-79.8% | $2,790-62.2% |
| Participant deferral / active EE | $4,614 | $4,556+1.3% | $6,191-25.5% | $4,249+8.6% |
| Admin fee / account holder | $3,010 | $12,753-76.4% | $21,981-86.3% | $8,951-66.4% |