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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 | $34,527 | $39,132-11.8% | $57,196-39.6% | $62,881-45.1% |
| Participation rate | 93.2% | 70.5%+22.7pp | 75.3%+17.8pp | 69.3%+23.9pp |
| Annual return | 5.90% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,084 | $1,874+11.2% | $2,683-22.3% | $2,281-8.6% |
| Participant deferral / active EE | $1,138 | $2,374-52.1% | $3,096-63.3% | $3,203-64.5% |
| Admin fee / account holder | $1,190 | $2,594-54.1% | $3,141-62.1% | $4,296-72.3% |