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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 | $42,015 | $54,763-23.3% | $90,336-53.5% | $72,977-42.4% |
| Participation rate | 76.0% | 65.2%+10.8pp | 73.3%+2.7pp | 69.5%+6.5pp |
| Annual return | 22.79% | 30.63%-7.8pp | 78.15%-55.4pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,228 | $2,093-41.3% | $2,856-57.0% | $2,440-49.7% |
| Participant deferral / active EE | $3,658 | $2,887+26.7% | $3,886-5.9% | $3,608+1.4% |
| Admin fee / account holder | $2,347 | $3,973-40.9% | $5,357-56.2% | $5,124-54.2% |