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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 | $37,802 | $97,550-61.2% | $120,344-68.6% | $87,485-56.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.7%+9.0pp | 68.9%+16.8pp |
| Annual return | 18.75% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,122 | $2,291-7.3% | $3,020-29.7% | $2,596-18.3% |
| Participant deferral / active EE | $3,690 | $4,230-12.8% | $5,135-28.1% | $4,274-13.7% |
| Admin fee / account holder | $1,648 | $9,543-82.7% | $12,742-87.1% | $7,775-78.8% |