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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 | $33,469 | $54,541-38.6% | $78,778-57.5% | $70,126-52.3% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 15.13% | 21.07%-5.9pp | 35.62%-20.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,699 | $1,089+56.1% | $1,986-14.4% | $2,343-27.5% |
| Participant deferral / active EE | $3,014 | $2,210+36.4% | $2,958+1.9% | $3,332-9.5% |
| Admin fee / account holder | $4,006 | $3,709+8.0% | $5,134-22.0% | $4,645-13.8% |