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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 | $36,507 | $81,487-55.2% | $102,412-64.4% | $80,935-54.9% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.7%+4.6pp |
| Annual return | 17.76% | 25.60%-7.8pp | 24.94%-7.2pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,814 | $3,103-41.5% | $3,870-53.1% | $2,757-34.2% |
| Participant deferral / active EE | $3,306 | $3,871-14.6% | $5,060-34.7% | $4,299-23.1% |
| Admin fee / account holder | $5,010 | $6,717-25.4% | $8,388-40.3% | $6,924-27.6% |