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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 | $32,167 | $78,425-59.0% | $95,956-66.5% | $79,858-59.7% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+6.0pp |
| Annual return | 23.66% | 19.37%+4.3pp | 91.63%-68.0pp | 31.72%-8.1pp |
| Employer contribution / active EE | $1,968 | $1,945+1.2% | $2,541-22.6% | $2,471-20.3% |
| Participant deferral / active EE | $3,279 | $3,440-4.7% | $4,167-21.3% | $3,740-12.3% |
| Admin fee / account holder | $906 | $5,622-83.9% | $6,797-86.7% | $5,306-82.9% |