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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 | $32,125 | $80,985-60.3% | $96,576-66.7% | $75,181-57.3% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 18.04% | 27.05%-9.0pp | 25.87%-7.8pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,151 | $2,282-5.8% | $2,965-27.4% | $2,671-19.4% |
| Participant deferral / active EE | $4,763 | $3,929+21.2% | $4,851-1.8% | $4,126+15.4% |
| Admin fee / account holder | $5,311 | $6,719-20.9% | $8,253-35.6% | $5,650-6.0% |