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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 | $34,441 | $39,132-12.0% | $57,196-39.8% | $62,881-45.2% |
| Participation rate | 70.5% | 70.5%0pp | 75.3%-4.8pp | 69.3%+1.2pp |
| Annual return | 5.22% | 9.24%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,042 | $1,874+9.0% | $2,683-23.9% | $2,281-10.5% |
| Participant deferral / active EE | $983 | $2,374-58.6% | $3,096-68.3% | $3,203-69.3% |
| Admin fee / account holder | $3,091 | $2,594+19.2% | $3,141-1.6% | $4,296-28.0% |