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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 | $75,541-57.1% | $152,093-78.7% | $82,637-60.8% |
| Participation rate | 79.5% | 66.5%+13.0pp | 77.8%+1.8pp | 68.1%+11.5pp |
| Annual return | 18.63% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,756 | $2,622-33.0% | $4,175-57.9% | $2,552-31.2% |
| Participant deferral / active EE | $3,230 | $3,206+0.8% | $5,451-40.7% | $4,126-21.7% |
| Admin fee / account holder | $2,121 | $6,405-66.9% | $14,497-85.4% | $7,339-71.1% |