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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 | $30,634 | $67,606-54.7% | $82,313-62.8% | $70,124-56.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 22.24% | 21.57%+0.7pp | 25.88%-3.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,414 | $1,755-19.4% | $2,428-41.8% | $2,342-39.6% |
| Participant deferral / active EE | $3,677 | $2,987+23.1% | $3,706-0.8% | $3,332+10.4% |
| Admin fee / account holder | $1,426 | $4,512-68.4% | $5,608-74.6% | $4,645-69.3% |