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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 | $108,825-33.5% | $156,181-53.7% | $82,448-12.3% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 14.91% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,055 | $2,870-63.2% | $4,294-75.4% | $2,551-58.7% |
| Participant deferral / active EE | $4,614 | $4,577+0.8% | $6,132-24.8% | $4,139+11.5% |
| Admin fee / account holder | $3,010 | $9,341-67.8% | $14,586-79.4% | $7,234-58.4% |