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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 | $57,433 | $83,485-31.2% | $125,192-54.1% | $72,975-21.3% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.5pp | 69.5%+15.8pp |
| Annual return | 24.80% | 25.77%-1.0pp | 43.79%-19.0pp | 81.01%-56.2pp |
| Employer contribution / active EE | $778 | $2,346-66.8% | $3,866-79.9% | $2,440-68.1% |
| Participant deferral / active EE | $2,697 | $3,586-24.8% | $4,937-45.4% | $3,608-25.2% |
| Admin fee / account holder | $3,475 | $5,518-37.0% | $9,704-64.2% | $5,124-32.2% |