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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 | $56,080 | $67,602-17.0% | $82,312-31.9% | $70,126-20.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 21.37% | 21.57%-0.2pp | 25.88%-4.5pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,870 | $1,755+6.6% | $2,428-23.0% | $2,343-20.2% |
| Participant deferral / active EE | $2,313 | $2,987-22.6% | $3,706-37.6% | $3,332-30.6% |
| Admin fee / account holder | $1,469 | $4,512-67.4% | $5,608-73.8% | $4,645-68.4% |