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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 | $38,725 | $54,757-29.3% | $90,304-57.1% | $72,975-46.9% |
| Participation rate | 72.7% | 65.2%+7.6pp | 73.3%-0.5pp | 69.5%+3.2pp |
| Annual return | 19.24% | 30.63%-11.4pp | 78.13%-58.9pp | 81.01%-61.8pp |
| Employer contribution / active EE | $531 | $2,093-74.6% | $2,855-81.4% | $2,440-78.2% |
| Participant deferral / active EE | $1,688 | $2,887-41.5% | $3,885-56.6% | $3,608-53.2% |
| Admin fee / account holder | $3,774 | $3,973-5.0% | $5,354-29.5% | $5,124-26.4% |