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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 | $31,181 | $87,132-64.2% | $105,624-70.5% | $80,959-61.5% |
| Participation rate | 95.6% | 70.4%+25.1pp | 75.3%+20.3pp | 67.7%+27.9pp |
| Annual return | 10.41% | 17.03%-6.6pp | 116.20%-105.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,634 | $2,397-31.8% | $3,168-48.4% | $2,757-40.7% |
| Participant deferral / active EE | $2,574 | $3,985-35.4% | $5,013-48.6% | $4,300-40.1% |
| Admin fee / account holder | $5,674 | $8,449-32.8% | $10,961-48.2% | $6,925-18.1% |