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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 | $37,988 | $56,544-32.8% | $75,501-49.7% | $70,126-45.8% |
| Participation rate | 82.1% | 68.1%+14.0pp | 72.4%+9.8pp | 69.5%+12.6pp |
| Annual return | 18.42% | 23.59%-5.2pp | 27.35%-8.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $2,176 | $1,817+19.8% | $2,352-7.5% | $2,343-7.1% |
| Participant deferral / active EE | $2,173 | $2,580-15.8% | $3,142-30.9% | $3,332-34.8% |
| Admin fee / account holder | $588 | $3,827-84.6% | $5,801-89.9% | $4,645-87.3% |