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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 | $34,123 | $60,349-43.5% | $74,184-54.0% | $62,881-45.7% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | 9.97% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,156 | $1,680-31.2% | $2,370-51.2% | $2,281-49.3% |
| Participant deferral / active EE | $2,234 | $2,856-21.8% | $3,550-37.1% | $3,203-30.2% |
| Admin fee / account holder | $1,748 | $4,261-59.0% | $5,586-68.7% | $4,296-59.3% |