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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 | $41,900 | $48,078-12.8% | $78,676-46.7% | $62,881-33.4% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.5pp | 69.3%+2.7pp |
| Annual return | 6.89% | 31.36%-24.5pp | 62.19%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,480 | $2,015-26.5% | $2,850-48.1% | $2,281-35.1% |
| Participant deferral / active EE | $2,107 | $2,587-18.5% | $3,517-40.1% | $3,203-34.2% |
| Admin fee / account holder | $2,083 | $3,206-35.0% | $4,510-53.8% | $4,296-51.5% |