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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 | $86,949-53.2% | $102,460-60.3% | $80,959-49.7% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.7%+10.9pp |
| Annual return | 19.48% | 18.89%+0.6pp | 29.47%-10.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,385 | $2,370+0.7% | $3,025-21.1% | $2,757-13.5% |
| Participant deferral / active EE | $3,987 | $4,121-3.2% | $5,056-21.1% | $4,300-7.3% |
| Admin fee / account holder | $3,497 | $8,048-56.5% | $9,460-63.0% | $6,925-49.5% |