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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 | $74,535-51.7% | $100,712-64.3% | $82,637-56.4% |
| Participation rate | 71.4% | 61.2%+10.3pp | 69.3%+2.2pp | 68.1%+3.4pp |
| Annual return | 18.19% | 18.92%-0.7pp | 33.27%-15.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,830 | $1,503+21.8% | $2,313-20.9% | $2,552-28.3% |
| Participant deferral / active EE | $3,727 | $3,074+21.3% | $4,085-8.8% | $4,126-9.7% |
| Admin fee / account holder | $4,895 | $6,576-25.6% | $9,256-47.1% | $7,339-33.3% |