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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 | $35,989 | $73,787-51.2% | $98,716-63.5% | $82,448-56.3% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.3%+2.1pp | 68.1%+3.4pp |
| Annual return | 18.19% | 18.57%-0.4pp | 31.81%-13.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,830 | $1,511+21.1% | $2,279-19.7% | $2,551-28.3% |
| Participant deferral / active EE | $3,727 | $3,081+21.0% | $4,048-7.9% | $4,139-9.9% |
| Admin fee / account holder | $4,895 | $6,500-24.7% | $8,703-43.8% | $7,234-32.3% |