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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 | $37,825 | $55,889-32.3% | $76,119-50.3% | $80,935-53.3% |
| Participation rate | 74.2% | 62.1%+12.1pp | 69.1%+5.1pp | 67.7%+6.5pp |
| Annual return | 14.75% | 20.58%-5.8pp | 361.25%-346.5pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,378 | $1,866+27.5% | $2,693-11.7% | $2,757-13.7% |
| Participant deferral / active EE | $5,400 | $3,051+77.0% | $4,259+26.8% | $4,299+25.6% |
| Admin fee / account holder | $1,889 | $5,241-64.0% | $6,421-70.6% | $6,924-72.7% |