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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 | $31,967 | $73,988-56.8% | $96,538-66.9% | $75,177-57.5% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 16.69% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,755 | $2,930-6.0% | $3,740-26.3% | $2,671+3.1% |
| Participant deferral / active EE | $3,619 | $3,660-1.1% | $4,880-25.8% | $4,126-12.3% |
| Admin fee / account holder | $2,028 | $5,220-61.1% | $6,737-69.9% | $5,651-64.1% |