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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 | $38,020 | $41,377-8.1% | $109,313-65.2% | $62,881-39.5% |
| Participation rate | 72.0% | 57.5%+14.5pp | 71.3%+0.7pp | 69.3%+2.7pp |
| Annual return | 10.32% | 11.05%-0.7pp | 22.07%-11.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,145 | $1,276-10.3% | $3,892-70.6% | $2,281-49.8% |
| Participant deferral / active EE | $1,266 | $2,045-38.1% | $3,166-60.0% | $3,203-60.5% |
| Admin fee / account holder | $3,430 | $2,884+18.9% | $5,666-39.5% | $4,296-20.2% |