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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 | $35,726 | $86,050-58.5% | $189,758-81.2% | $94,015-62.0% |
| Participation rate | 80.0% | 68.9%+11.1pp | 79.8%+0.2pp | 70.8%+9.2pp |
| Annual return | 12.85% | 17.77%-4.9pp | 52.62%-39.8pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,410 | $2,819-50.0% | $4,767-70.4% | $2,790-49.5% |
| Participant deferral / active EE | $1,930 | $3,349-42.4% | $5,856-67.0% | $4,249-54.6% |
| Admin fee / account holder | $3,015 | $6,627-54.5% | $20,388-85.2% | $8,951-66.3% |