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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 | $39,691 | $54,541-27.2% | $78,778-49.6% | $70,126-43.4% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 20.40% | 21.07%-0.7pp | 35.62%-15.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,455 | $1,089+33.6% | $1,986-26.7% | $2,343-37.9% |
| Participant deferral / active EE | $3,764 | $2,210+70.3% | $2,958+27.2% | $3,332+13.0% |
| Admin fee / account holder | $1,119 | $3,709-69.8% | $5,134-78.2% | $4,645-75.9% |