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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 | $32,239 | $58,493-44.9% | $84,023-61.6% | $72,976-55.8% |
| Participation rate | 82.9% | 61.2%+21.7pp | 69.0%+13.9pp | 69.5%+13.4pp |
| Annual return | 17.85% | 28.93%-11.1pp | 71.32%-53.5pp | 81.02%-63.2pp |
| Employer contribution / active EE | $967 | $1,163-16.8% | $1,984-51.2% | $2,440-60.3% |
| Participant deferral / active EE | $3,188 | $2,394+33.2% | $3,239-1.6% | $3,608-11.6% |
| Admin fee / account holder | $1,764 | $4,569-61.4% | $6,102-71.1% | $5,124-65.6% |