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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 | $34,967 | $53,777-35.0% | $134,155-73.9% | $79,858-56.2% |
| Participation rate | 72.5% | 58.8%+13.7pp | 72.2%+0.3pp | 69.6%+2.8pp |
| Annual return | 14.92% | 19.01%-4.1pp | 36.34%-21.4pp | 31.72%-16.8pp |
| Employer contribution / active EE | $2,685 | $1,321+103.2% | $3,705-27.5% | $2,471+8.7% |
| Participant deferral / active EE | $5,008 | $2,420+106.9% | $3,500+43.1% | $3,740+33.9% |
| Admin fee / account holder | $1,475 | $3,984-63.0% | $6,685-77.9% | $5,306-72.2% |