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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 | $34,239 | $73,787-53.6% | $98,716-65.3% | $82,448-58.5% |
| Participation rate | 77.4% | 61.4%+16.0pp | 69.3%+8.1pp | 68.1%+9.4pp |
| Annual return | 18.18% | 18.57%-0.4pp | 31.81%-13.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,351 | $1,511-10.6% | $2,279-40.7% | $2,551-47.1% |
| Participant deferral / active EE | $4,413 | $3,081+43.2% | $4,048+9.0% | $4,139+6.6% |
| Admin fee / account holder | $1,223 | $6,500-81.2% | $8,703-85.9% | $7,234-83.1% |