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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 | $40,082 | $46,877-14.5% | $122,354-67.2% | $70,126-42.8% |
| Participation rate | 93.1% | 58.2%+34.9pp | 71.6%+21.5pp | 69.5%+23.6pp |
| Annual return | 15.01% | 24.22%-9.2pp | 30.28%-15.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,037 | $1,288-19.5% | $4,051-74.4% | $2,343-55.7% |
| Participant deferral / active EE | $1,846 | $2,167-14.8% | $3,287-43.8% | $3,332-44.6% |
| Admin fee / account holder | $871 | $3,324-73.8% | $5,479-84.1% | $4,645-81.2% |