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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 | $40,727 | $86,938-53.2% | $102,423-60.2% | $80,925-49.7% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.7%+10.9pp |
| Annual return | 19.48% | 18.89%+0.6pp | 29.42%-9.9pp | 35.65%-16.2pp |
| Employer contribution / active EE | $2,385 | $2,369+0.7% | $3,023-21.1% | $2,756-13.5% |
| Participant deferral / active EE | $3,987 | $4,120-3.2% | $5,054-21.1% | $4,299-7.2% |
| Admin fee / account holder | $3,497 | $8,053-56.6% | $9,455-63.0% | $6,940-49.6% |