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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 | $33,731 | $45,082-25.2% | $69,464-51.4% | $72,975-53.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 26.22% | 22.66%+3.6pp | 28.98%-2.8pp | 81.01%-54.8pp |
| Employer contribution / active EE | $2,124 | $2,055+3.3% | $2,779-23.6% | $2,440-13.0% |
| Participant deferral / active EE | $4,480 | $2,604+72.1% | $3,536+26.7% | $3,608+24.2% |
| Admin fee / account holder | $2,776 | $3,057-9.2% | $3,840-27.7% | $5,124-45.8% |