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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 | $35,920 | $81,457-55.9% | $103,378-65.3% | $80,911-55.6% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 13.67% | 25.58%-11.9pp | 24.91%-11.2pp | 35.63%-22.0pp |
| Employer contribution / active EE | $2,164 | $3,107-30.4% | $3,870-44.1% | $2,756-21.5% |
| Participant deferral / active EE | $5,134 | $3,871+32.6% | $5,058+1.5% | $4,297+19.5% |
| Admin fee / account holder | $1,689 | $6,717-74.8% | $8,401-79.9% | $6,935-75.6% |