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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 | $42,067 | $72,492-42.0% | $87,102-51.7% | $72,983-42.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 20.78% | 24.46%-3.7pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,654 | $1,894-12.7% | $2,521-34.4% | $2,440-32.2% |
| Participant deferral / active EE | $1,978 | $3,270-39.5% | $4,048-51.2% | $3,608-45.2% |
| Admin fee / account holder | $7,478 | $5,055+47.9% | $7,491-0.2% | $5,124+45.9% |