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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 | $64,284 | $67,606-4.9% | $82,313-21.9% | $70,124-8.3% |
| Participation rate | 82.5% | 72.8%+9.8pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 15.64% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,059 | $1,755-39.6% | $2,428-56.4% | $2,342-54.8% |
| Participant deferral / active EE | $3,678 | $2,987+23.1% | $3,706-0.8% | $3,332+10.4% |
| Admin fee / account holder | $2,867 | $4,512-36.5% | $5,608-48.9% | $4,645-38.3% |