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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 | $40,286 | $56,894-29.2% | $84,753-52.5% | $62,881-35.9% |
| Participation rate | 73.0% | 68.5%+4.4pp | 76.6%-3.6pp | 69.3%+3.7pp |
| Annual return | 5.93% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,669 | $2,400-30.4% | $3,574-53.3% | $2,281-26.8% |
| Participant deferral / active EE | $2,647 | $2,709-2.3% | $3,712-28.7% | $3,203-17.3% |
| Admin fee / account holder | $1,995 | $3,581-44.3% | $5,333-62.6% | $4,296-53.6% |