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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 | $41,123 | $56,277-26.9% | $80,976-49.2% | $62,891-34.6% |
| Participation rate | 86.0% | 69.0%+17.1pp | 75.8%+10.2pp | 69.3%+16.7pp |
| Annual return | 6.84% | 22.12%-15.3pp | 17.10%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,145 | $1,943-41.0% | $3,714-69.2% | $2,281-49.8% |
| Participant deferral / active EE | $2,762 | $4,195-34.2% | $5,696-51.5% | $3,203-13.8% |
| Admin fee / account holder | $603 | $3,741-83.9% | $5,516-89.1% | $4,296-86.0% |