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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 | $46,477 | $153,311-69.7% | $109,313-57.5% | $273,972-83.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 3.84% | 29.86%-26.0pp | 22.07%-18.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $973 | $5,619-82.7% | $3,892-75.0% | $4,869-80.0% |
| Participant deferral / active EE | $2,717 | $3,932-30.9% | $3,166-14.2% | $5,287-48.6% |
| Admin fee / account holder | $3,945 | $8,076-51.1% | $5,666-30.4% | $10,133-61.1% |