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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 | $50,172 | $56,544-11.3% | $75,501-33.5% | $70,124-28.5% |
| Participation rate | 73.1% | 68.1%+5.0pp | 72.4%+0.7pp | 69.5%+3.5pp |
| Annual return | 16.55% | 23.59%-7.0pp | 27.35%-10.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,325 | $1,817+28.0% | $2,352-1.1% | $2,342-0.7% |
| Participant deferral / active EE | $1,543 | $2,580-40.2% | $3,142-50.9% | $3,332-53.7% |
| Admin fee / account holder | $1,386 | $3,827-63.8% | $5,801-76.1% | $4,645-70.2% |