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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 | $36,620 | $72,272-49.3% | $101,255-63.8% | $79,860-54.1% |
| Participation rate | 73.2% | 68.5%+4.7pp | 75.8%-2.6pp | 69.6%+3.5pp |
| Annual return | 15.58% | 22.30%-6.7pp | 46.48%-30.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,829 | $2,692-32.0% | $3,660-50.0% | $2,471-26.0% |
| Participant deferral / active EE | $3,214 | $3,282-2.1% | $4,370-26.5% | $3,740-14.1% |
| Admin fee / account holder | $2,557 | $4,401-41.9% | $5,946-57.0% | $5,306-51.8% |