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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 | $37,567 | $72,486-48.2% | $87,103-56.9% | $72,976-48.5% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.7pp | 69.5%+2.6pp |
| Annual return | 22.43% | 24.46%-2.0pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $1,537 | $1,894-18.8% | $2,521-39.0% | $2,440-37.0% |
| Participant deferral / active EE | $2,235 | $3,270-31.6% | $4,049-44.8% | $3,608-38.1% |
| Admin fee / account holder | $1,350 | $5,055-73.3% | $7,491-82.0% | $5,124-73.6% |