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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 | $34,158 | $60,349-43.4% | $74,184-54.0% | $62,881-45.7% |
| Participation rate | 82.8% | 72.7%+10.0pp | 76.6%+6.1pp | 69.3%+13.5pp |
| Annual return | 6.36% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,149 | $1,680-31.6% | $2,370-51.5% | $2,281-49.6% |
| Participant deferral / active EE | $2,702 | $2,856-5.4% | $3,550-23.9% | $3,203-15.7% |
| Admin fee / account holder | $4,413 | $4,261+3.6% | $5,586-21.0% | $4,296+2.7% |