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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 | $114,712-49.3% | $173,730-66.5% | $87,485-33.6% |
| Participation rate | 82.9% | 73.0%+9.9pp | 79.6%+3.3pp | 68.9%+13.9pp |
| Annual return | 17.81% | 20.18%-2.4pp | 19.96%-2.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,071 | $2,904-28.7% | $4,577-54.8% | $2,596-20.2% |
| Participant deferral / active EE | $3,600 | $4,642-22.4% | $6,326-43.1% | $4,274-15.8% |
| Admin fee / account holder | $2,632 | $10,210-74.2% | $17,523-85.0% | $7,775-66.1% |