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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 | $30,205 | $76,371-60.4% | $93,621-67.7% | $72,975-58.6% |
| Participation rate | 79.1% | 71.8%+7.3pp | 75.8%+3.2pp | 69.5%+9.6pp |
| Annual return | 20.74% | 25.82%-5.1pp | 32.76%-12.0pp | 81.01%-60.3pp |
| Employer contribution / active EE | $976 | $2,276-57.1% | $2,719-64.1% | $2,440-60.0% |
| Participant deferral / active EE | $2,006 | $3,538-43.3% | $4,070-50.7% | $3,608-44.4% |
| Admin fee / account holder | $1,808 | $6,839-73.6% | $7,890-77.1% | $5,124-64.7% |