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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 | $33,768 | $106,749-68.4% | $145,433-76.8% | $82,448-59.0% |
| Participation rate | 75.6% | 75.6%0pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 30.58% | 27.59%+3.0pp | 66.58%-36.0pp | 41.64%-11.1pp |
| Employer contribution / active EE | $2,573 | $3,444-25.3% | $4,554-43.5% | $2,551+0.9% |
| Participant deferral / active EE | $5,790 | $6,519-11.2% | $7,897-26.7% | $4,139+39.9% |
| Admin fee / account holder | $3,030 | $8,390-63.9% | $13,129-76.9% | $7,234-58.1% |