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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 | $38,381 | $63,845-39.9% | $81,370-52.8% | $80,959-52.6% |
| Participation rate | 71.4% | 63.9%+7.5pp | 69.5%+1.9pp | 67.7%+3.8pp |
| Annual return | 17.47% | 16.37%+1.1pp | 24.85%-7.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,085 | $1,980-45.2% | $2,464-55.9% | $2,757-60.6% |
| Participant deferral / active EE | $1,606 | $3,093-48.1% | $3,885-58.7% | $4,300-62.7% |
| Admin fee / account holder | $2,989 | $5,688-47.5% | $5,749-48.0% | $6,925-56.8% |