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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 | $34,178 | $73,955-53.8% | $96,520-64.6% | $75,181-54.5% |
| Participation rate | 75.6% | 66.4%+9.2pp | 74.3%+1.3pp | 67.2%+8.4pp |
| Annual return | 24.93% | 26.72%-1.8pp | 35.72%-10.8pp | 160.69%-135.8pp |
| Employer contribution / active EE | $2,089 | $2,930-28.7% | $3,739-44.1% | $2,671-21.8% |
| Participant deferral / active EE | $3,105 | $3,659-15.2% | $4,879-36.4% | $4,126-24.8% |
| Admin fee / account holder | $987 | $5,217-81.1% | $6,733-85.3% | $5,650-82.5% |