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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 | $41,485 | $67,602-38.6% | $82,312-49.6% | $70,126-40.8% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 14.17% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,573 | $1,755-10.4% | $2,428-35.2% | $2,343-32.9% |
| Participant deferral / active EE | $3,290 | $2,987+10.1% | $3,706-11.2% | $3,332-1.3% |
| Admin fee / account holder | $3,587 | $4,512-20.5% | $5,608-36.0% | $4,645-22.8% |