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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 | $81,331-43.8% | $155,534-70.6% | $80,935-43.6% |
| Participation rate | 85.1% | 66.3%+18.9pp | 78.2%+6.9pp | 67.7%+17.4pp |
| Annual return | 12.16% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,406 | $3,105-54.7% | $4,675-69.9% | $2,757-49.0% |
| Participant deferral / active EE | $2,971 | $3,454-14.0% | $5,630-47.2% | $4,299-30.9% |
| Admin fee / account holder | $2,143 | $7,999-73.2% | $15,900-86.5% | $6,924-69.1% |