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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 | $33,126 | $60,349-45.1% | $74,184-55.3% | $62,881-47.3% |
| Participation rate | 80.7% | 72.7%+8.0pp | 76.6%+4.1pp | 69.3%+11.4pp |
| Annual return | 6.18% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,748 | $1,680+4.0% | $2,370-26.3% | $2,281-23.4% |
| Participant deferral / active EE | $3,288 | $2,856+15.1% | $3,550-7.4% | $3,203+2.7% |
| Admin fee / account holder | $3,804 | $4,261-10.7% | $5,586-31.9% | $4,296-11.4% |