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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 | $32,628 | $77,814-58.1% | $158,223-79.4% | $86,983-62.5% |
| Participation rate | 81.0% | 68.4%+12.5pp | 79.2%+1.8pp | 69.5%+11.4pp |
| Annual return | 19.52% | 30.54%-11.0pp | 52.09%-32.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,571 | $2,592-39.4% | $4,109-61.8% | $2,584-39.2% |
| Participant deferral / active EE | $3,341 | $3,270+2.2% | $5,467-38.9% | $4,194-20.3% |
| Admin fee / account holder | $2,447 | $5,879-58.4% | $16,047-84.8% | $7,856-68.8% |