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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 | $29,411 | $60,349-51.3% | $74,184-60.4% | $62,881-53.2% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 5.84% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,875 | $1,680+11.6% | $2,370-20.9% | $2,281-17.8% |
| Participant deferral / active EE | $2,972 | $2,856+4.1% | $3,550-16.3% | $3,203-7.2% |
| Admin fee / account holder | $3,960 | $4,261-7.1% | $5,586-29.1% | $4,296-7.8% |