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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 | $36,895 | $81,504-54.7% | $102,437-64.0% | $80,959-54.4% |
| Participation rate | 74.4% | 66.9%+7.6pp | 74.5%-0.1pp | 67.7%+6.8pp |
| Annual return | 13.65% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,844 | $3,104-8.3% | $3,871-26.5% | $2,757+3.2% |
| Participant deferral / active EE | $5,889 | $3,871+52.1% | $5,060+16.4% | $4,300+36.9% |
| Admin fee / account holder | $2,541 | $6,719-62.2% | $8,388-69.7% | $6,925-63.3% |