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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 | $32,382 | $76,407-57.6% | $150,298-78.5% | $82,448-60.7% |
| Participation rate | 79.5% | 66.4%+13.1pp | 77.8%+1.8pp | 68.1%+11.5pp |
| Annual return | 18.63% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,756 | $2,614-32.8% | $4,154-57.7% | $2,551-31.2% |
| Participant deferral / active EE | $3,230 | $3,214+0.5% | $5,453-40.8% | $4,139-22.0% |
| Admin fee / account holder | $2,121 | $6,352-66.6% | $14,116-85.0% | $7,234-70.7% |