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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 | $38,540 | $72,471-46.8% | $94,215-59.1% | $86,983-55.7% |
| Participation rate | 85.0% | 63.9%+21.1pp | 70.0%+15.0pp | 69.5%+15.5pp |
| Annual return | 16.73% | 26.44%-9.7pp | 28.22%-11.5pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,960 | $1,936+1.2% | $2,675-26.7% | $2,584-24.2% |
| Participant deferral / active EE | $4,185 | $3,397+23.2% | $4,276-2.1% | $4,194-0.2% |
| Admin fee / account holder | $4,729 | $6,468-26.9% | $10,216-53.7% | $7,856-39.8% |