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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 | $32,862 | $57,590-42.9% | $86,233-61.9% | $82,448-60.1% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.0%+6.0pp | 68.1%+6.9pp |
| Annual return | 20.85% | 22.41%-1.6pp | 61.39%-40.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,452 | $1,655+108.5% | $2,504+37.8% | $2,551+35.3% |
| Participant deferral / active EE | $6,295 | $3,080+104.4% | $4,559+38.1% | $4,139+52.1% |
| Admin fee / account holder | $2,039 | $4,730-56.9% | $8,342-75.6% | $7,234-71.8% |