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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 | $37,804 | $60,349-37.4% | $74,184-49.0% | $62,881-39.9% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 7.22% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,748 | $1,680+4.0% | $2,370-26.2% | $2,281-23.4% |
| Participant deferral / active EE | $3,740 | $2,856+30.9% | $3,550+5.4% | $3,203+16.8% |
| Admin fee / account holder | $1,276 | $4,261-70.0% | $5,586-77.2% | $4,296-70.3% |