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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 | $40,825 | $56,110-27.2% | $94,993-57.0% | $70,131-41.8% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.9%+1.1pp | 69.5%+5.5pp |
| Annual return | 19.57% | 51.02%-31.5pp | 27.12%-7.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,590 | $1,442+10.3% | $2,603-38.9% | $2,342-32.1% |
| Participant deferral / active EE | $2,661 | $2,391+11.3% | $3,317-19.8% | $3,332-20.1% |
| Admin fee / account holder | $3,066 | $3,456-11.3% | $4,960-38.2% | $4,645-34.0% |