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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 | $86,919-53.1% | $102,457-60.2% | $80,911-49.7% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 19.48% | 18.90%+0.6pp | 29.41%-9.9pp | 35.63%-16.2pp |
| Employer contribution / active EE | $2,385 | $2,368+0.7% | $3,022-21.1% | $2,756-13.4% |
| Participant deferral / active EE | $3,987 | $4,119-3.2% | $5,054-21.1% | $4,297-7.2% |
| Admin fee / account holder | $3,497 | $8,049-56.6% | $9,451-63.0% | $6,935-49.6% |