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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 | $37,118 | $79,961-53.6% | $98,462-62.3% | $75,177-50.6% |
| Participation rate | 71.2% | 70.4%+0.8pp | 75.2%-4.0pp | 67.2%+4.0pp |
| Annual return | 20.66% | 19.75%+0.9pp | 21.17%-0.5pp | 160.75%-140.1pp |
| Employer contribution / active EE | $2,138 | $2,264-5.6% | $3,049-29.9% | $2,671-20.0% |
| Participant deferral / active EE | $3,859 | $3,753+2.8% | $4,738-18.6% | $4,126-6.5% |
| Admin fee / account holder | $2,771 | $6,842-59.5% | $8,875-68.8% | $5,651-51.0% |