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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 | $52,890 | $64,909-18.5% | $82,312-35.7% | $62,293-15.1% |
| Participation rate | 83.7% | 74.9%+8.8pp | 76.9%+6.8pp | 69.5%+14.1pp |
| Annual return | 21.03% | 21.18%-0.2pp | 25.88%-4.8pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,162 | $1,676-30.7% | $2,428-52.2% | $2,042-43.1% |
| Participant deferral / active EE | $3,229 | $3,103+4.0% | $3,706-12.9% | $3,169+1.9% |
| Admin fee / account holder | $3,657 | $440+731.9% | $5,608-34.8% | $479+662.9% |