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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 | $100,194-62.3% | $122,979-69.3% | $86,983-56.5% |
| Participation rate | 85.7% | 73.0%+12.7pp | 77.2%+8.5pp | 69.5%+16.2pp |
| Annual return | 18.75% | 16.47%+2.3pp | 20.12%-1.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $2,122 | $2,326-8.7% | $3,062-30.7% | $2,584-17.9% |
| Participant deferral / active EE | $3,690 | $4,133-10.7% | $5,003-26.3% | $4,194-12.0% |
| Admin fee / account holder | $1,648 | $10,148-83.8% | $12,864-87.2% | $7,856-79.0% |