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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 | $29,680 | $70,475-57.9% | $100,530-70.5% | $79,858-62.8% |
| Participation rate | 78.4% | 73.7%+4.7pp | 79.4%-1.0pp | 69.6%+8.7pp |
| Annual return | 15.18% | 21.90%-6.7pp | 30.89%-15.7pp | 31.72%-16.5pp |
| Employer contribution / active EE | $3,186 | $2,165+47.2% | $3,418-6.8% | $2,471+28.9% |
| Participant deferral / active EE | $5,196 | $5,181+0.3% | $6,271-17.1% | $3,740+38.9% |
| Admin fee / account holder | $2,259 | $4,478-49.6% | $8,083-72.1% | $5,306-57.4% |