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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 | $37,413 | $67,602-44.7% | $82,312-54.5% | $70,126-46.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 18.35% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,116 | $1,755-36.4% | $2,428-54.1% | $2,343-52.4% |
| Participant deferral / active EE | $2,109 | $2,987-29.4% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $4,335 | $4,512-3.9% | $5,608-22.7% | $4,645-6.7% |