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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 | $42,440 | $43,333-2.1% | $59,883-29.1% | $64,181-33.9% |
| Participation rate | 75.8% | 69.2%+6.6pp | 74.7%+1.1pp | 69.6%+6.2pp |
| Annual return | 8.49% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,498 | $2,029-26.2% | $2,722-45.0% | $2,381-37.1% |
| Participant deferral / active EE | $2,768 | $2,547+8.7% | $3,402-18.6% | $3,470-20.2% |
| Admin fee / account holder | $2,808 | $3,006-6.6% | $3,591-21.8% | $4,887-42.5% |