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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 | $38,993 | $67,411-42.2% | $91,004-57.2% | $70,126-44.4% |
| Participation rate | 92.3% | 71.4%+20.9pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 15.72% | -40.16%+55.9pp | 4.60%+11.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,530 | $1,786+41.7% | $2,456+3.0% | $2,343+8.0% |
| Participant deferral / active EE | $3,199 | $2,823+13.3% | $3,548-9.8% | $3,332-4.0% |
| Admin fee / account holder | $1,867 | $4,236-55.9% | $5,417-65.5% | $4,645-59.8% |