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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 | $43,635 | $60,349-27.7% | $74,184-41.2% | $62,881-30.6% |
| Participation rate | 78.3% | 72.7%+5.5pp | 76.6%+1.6pp | 69.3%+9.0pp |
| Annual return | 13.45% | 21.38%-7.9pp | 17.74%-4.3pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,684 | $1,680+0.2% | $2,370-29.0% | $2,281-26.2% |
| Participant deferral / active EE | $3,233 | $2,856+13.2% | $3,550-8.9% | $3,203+0.9% |
| Admin fee / account holder | $1,636 | $4,261-61.6% | $5,586-70.7% | $4,296-61.9% |