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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 | $37,891 | $60,349-37.2% | $74,184-48.9% | $62,881-39.7% |
| Participation rate | 76.1% | 72.7%+3.4pp | 76.6%-0.5pp | 69.3%+6.8pp |
| Annual return | 7.15% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,808 | $1,680+7.6% | $2,370-23.7% | $2,281-20.8% |
| Participant deferral / active EE | $2,595 | $2,856-9.2% | $3,550-26.9% | $3,203-19.0% |
| Admin fee / account holder | $1,670 | $4,261-60.8% | $5,586-70.1% | $4,296-61.1% |