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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 | $40,835 | $57,969-29.6% | $76,327-46.5% | $80,935-49.5% |
| Participation rate | 74.7% | 73.7%+1.0pp | 79.2%-4.5pp | 67.7%+7.1pp |
| Annual return | 16.23% | 15.90%+0.3pp | 13.79%+2.4pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,070 | $3,570-70.0% | $4,584-76.7% | $2,757-61.2% |
| Participant deferral / active EE | $1,761 | $3,814-53.8% | $5,478-67.9% | $4,299-59.0% |
| Admin fee / account holder | $4,648 | $5,670-18.0% | $5,139-9.5% | $6,924-32.9% |