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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 | $45,670 | $81,276-43.8% | $155,574-70.6% | $80,925-43.6% |
| Participation rate | 85.1% | 66.2%+18.9pp | 78.2%+6.9pp | 67.7%+17.4pp |
| Annual return | 12.16% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,406 | $3,103-54.7% | $4,676-69.9% | $2,756-49.0% |
| Participant deferral / active EE | $2,971 | $3,453-14.0% | $5,629-47.2% | $4,299-30.9% |
| Admin fee / account holder | $2,143 | $7,993-73.2% | $15,914-86.5% | $6,940-69.1% |