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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 | $25,282 | $54,757-53.8% | $90,300-72.0% | $72,983-65.4% |
| Participation rate | 84.2% | 65.1%+19.1pp | 73.3%+10.9pp | 69.5%+14.7pp |
| Annual return | 19.67% | 30.63%-11.0pp | 78.11%-58.4pp | 81.01%-61.3pp |
| Employer contribution / active EE | $2,833 | $2,092+35.4% | $2,854-0.7% | $2,440+16.1% |
| Participant deferral / active EE | $2,802 | $2,887-2.9% | $3,884-27.9% | $3,608-22.3% |
| Admin fee / account holder | $3,362 | $3,972-15.3% | $5,353-37.2% | $5,124-34.4% |