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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 | $39,383 | $76,371-48.4% | $93,621-57.9% | $72,976-46.0% |
| Participation rate | 78.6% | 71.8%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 23.53% | 25.82%-2.3pp | 32.76%-9.2pp | 81.02%-57.5pp |
| Employer contribution / active EE | $1,880 | $2,276-17.4% | $2,719-30.9% | $2,440-23.0% |
| Participant deferral / active EE | $3,628 | $3,538+2.5% | $4,070-10.8% | $3,608+0.6% |
| Admin fee / account holder | $1,374 | $6,839-79.9% | $7,890-82.6% | $5,124-73.2% |