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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 | $40,210 | $77,962-48.4% | $178,540-77.5% | $80,935-50.3% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.7%+11.4pp |
| Annual return | 13.63% | 18.10%-4.5pp | 27.15%-13.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,872 | $2,280-17.9% | $3,953-52.7% | $2,757-32.1% |
| Participant deferral / active EE | $2,453 | $4,404-44.3% | $6,281-60.9% | $4,299-42.9% |
| Admin fee / account holder | $2,508 | $7,156-65.0% | $10,424-75.9% | $6,924-63.8% |