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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 | $63,026 | $72,492-13.1% | $87,104-27.6% | $72,975-13.6% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 18.57% | 24.46%-5.9pp | 28.19%-9.6pp | 81.01%-62.4pp |
| Employer contribution / active EE | $1,206 | $1,894-36.3% | $2,521-52.2% | $2,440-50.6% |
| Participant deferral / active EE | $2,999 | $3,270-8.3% | $4,048-25.9% | $3,608-16.9% |
| Admin fee / account holder | $2,254 | $5,055-55.4% | $7,491-69.9% | $5,124-56.0% |