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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 | $39,828 | $59,440-33.0% | $78,004-48.9% | $82,637-51.8% |
| Participation rate | 77.3% | 62.8%+14.5pp | 69.4%+7.8pp | 68.1%+9.2pp |
| Annual return | 19.79% | 40.24%-20.4pp | 31.07%-11.3pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,354 | $1,750+34.5% | $2,469-4.7% | $2,552-7.8% |
| Participant deferral / active EE | $4,215 | $3,138+34.3% | $4,092+3.0% | $4,126+2.2% |
| Admin fee / account holder | $2,189 | $5,504-60.2% | $7,578-71.1% | $7,339-70.2% |