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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 | $57,410 | $72,486-20.8% | $87,103-34.1% | $72,976-21.3% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 21.06% | 24.46%-3.4pp | 28.19%-7.1pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,787 | $1,894-5.7% | $2,521-29.1% | $2,440-26.8% |
| Participant deferral / active EE | $2,621 | $3,270-19.8% | $4,049-35.3% | $3,608-27.3% |
| Admin fee / account holder | $1,927 | $5,055-61.9% | $7,491-74.3% | $5,124-62.4% |