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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 | $32,253 | $80,985-60.2% | $96,576-66.6% | $75,181-57.1% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 18.53% | 27.05%-8.5pp | 25.87%-7.3pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,698 | $2,282-25.6% | $2,965-42.7% | $2,671-36.4% |
| Participant deferral / active EE | $3,111 | $3,929-20.8% | $4,851-35.9% | $4,126-24.6% |
| Admin fee / account holder | $3,447 | $6,719-48.7% | $8,253-58.2% | $5,650-39.0% |