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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 | $32,675 | $81,504-59.9% | $102,437-68.1% | $80,959-59.6% |
| Participation rate | 73.6% | 66.9%+6.7pp | 74.5%-0.9pp | 67.7%+5.9pp |
| Annual return | 17.97% | 25.60%-7.6pp | 24.95%-7.0pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,035 | $3,104-34.4% | $3,871-47.4% | $2,757-26.2% |
| Participant deferral / active EE | $3,953 | $3,871+2.1% | $5,060-21.9% | $4,300-8.1% |
| Admin fee / account holder | $2,342 | $6,719-65.1% | $8,388-72.1% | $6,925-66.2% |