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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 | $58,131 | $123,478-52.9% | $216,567-73.2% | $94,015-38.2% |
| Participation rate | 82.9% | 75.1%+7.7pp | 81.6%+1.2pp | 70.8%+12.0pp |
| Annual return | 17.81% | 23.61%-5.8pp | 12.94%+4.9pp | 17.84%0pp |
| Employer contribution / active EE | $2,071 | $3,136-33.9% | $5,216-60.3% | $2,790-25.8% |
| Participant deferral / active EE | $3,600 | $4,556-21.0% | $6,191-41.8% | $4,249-15.3% |
| Admin fee / account holder | $2,632 | $12,753-79.4% | $21,981-88.0% | $8,951-70.6% |