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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 | $32,313 | $56,894-43.2% | $84,753-61.9% | $62,881-48.6% |
| Participation rate | 73.2% | 68.5%+4.7pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | 7.38% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,641 | $2,400+51.7% | $3,574+1.9% | $2,281+59.6% |
| Participant deferral / active EE | $1,408 | $2,709-48.0% | $3,712-62.1% | $3,203-56.0% |
| Admin fee / account holder | $410 | $3,581-88.6% | $5,333-92.3% | $4,296-90.5% |