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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 | $36,775 | $73,978-50.3% | $96,515-61.9% | $75,173-51.1% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 14.95% | 26.72%-11.8pp | 35.73%-20.8pp | 160.72%-145.8pp |
| Employer contribution / active EE | $2,110 | $2,931-28.0% | $3,740-43.6% | $2,671-21.0% |
| Participant deferral / active EE | $4,061 | $3,660+10.9% | $4,880-16.8% | $4,126-1.6% |
| Admin fee / account holder | $3,057 | $5,219-41.4% | $6,735-54.6% | $5,651-45.9% |