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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 | $32,283 | $45,082-28.4% | $69,464-53.5% | $72,975-55.8% |
| Participation rate | 78.6% | 68.5%+10.1pp | 74.6%+4.0pp | 69.5%+9.1pp |
| Annual return | 20.04% | 22.66%-2.6pp | 28.98%-8.9pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,034 | $2,055-49.7% | $2,779-62.8% | $2,440-57.6% |
| Participant deferral / active EE | $2,741 | $2,604+5.3% | $3,536-22.5% | $3,608-24.0% |
| Admin fee / account holder | $3,714 | $3,057+21.5% | $3,840-3.3% | $5,124-27.5% |