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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 | $63,385 | $72,492-12.6% | $87,104-27.2% | $72,975-13.1% |
| Participation rate | 82.9% | 72.8%+10.0pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 22.88% | 24.46%-1.6pp | 28.19%-5.3pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,707 | $1,894-9.9% | $2,521-32.3% | $2,440-30.0% |
| Participant deferral / active EE | $2,171 | $3,270-33.6% | $4,048-46.4% | $3,608-39.8% |
| Admin fee / account holder | $4,035 | $5,055-20.2% | $7,491-46.1% | $5,124-21.2% |