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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 | $46,586 | $43,333+7.5% | $59,883-22.2% | $64,181-27.4% |
| Participation rate | 76.7% | 69.2%+7.5pp | 74.7%+2.0pp | 69.6%+7.1pp |
| Annual return | 9.83% | -1.55%+11.4pp | 3.46%+6.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,840 | $2,029-9.3% | $2,722-32.4% | $2,381-22.7% |
| Participant deferral / active EE | $1,741 | $2,547-31.6% | $3,402-48.8% | $3,470-49.8% |
| Admin fee / account holder | $2,750 | $3,006-8.5% | $3,591-23.4% | $4,887-43.7% |