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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 | $37,308 | $41,377-9.8% | $109,313-65.9% | $62,881-40.7% |
| Participation rate | 88.9% | 57.5%+31.3pp | 71.3%+17.6pp | 69.3%+19.6pp |
| Annual return | 6.58% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,190 | $1,276-6.7% | $3,892-69.4% | $2,281-47.8% |
| Participant deferral / active EE | $2,165 | $2,045+5.9% | $3,166-31.6% | $3,203-32.4% |
| Admin fee / account holder | $1,402 | $2,884-51.4% | $5,666-75.3% | $4,296-67.4% |