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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 | $42,594 | $39,132+8.8% | $57,196-25.5% | $62,881-32.3% |
| Participation rate | 72.2% | 70.5%+1.7pp | 75.3%-3.2pp | 69.3%+2.9pp |
| Annual return | 5.84% | 9.24%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,528 | $1,874-18.4% | $2,683-43.0% | $2,281-33.0% |
| Participant deferral / active EE | $2,293 | $2,374-3.4% | $3,096-25.9% | $3,203-28.4% |
| Admin fee / account holder | $1,101 | $2,594-57.6% | $3,141-64.9% | $4,296-74.4% |