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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 | $36,164 | $49,025-26.2% | $87,502-58.7% | $62,881-42.5% |
| Participation rate | 71.7% | 64.9%+6.9pp | 73.8%-2.1pp | 69.3%+2.4pp |
| Annual return | 7.77% | 10.02%-2.3pp | 12.21%-4.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,271 | $1,372-7.4% | $2,550-50.2% | $2,281-44.3% |
| Participant deferral / active EE | $1,899 | $2,289-17.0% | $3,149-39.7% | $3,203-40.7% |
| Admin fee / account holder | $2,473 | $4,065-39.2% | $4,221-41.4% | $4,296-42.4% |