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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 | $38,528 | $83,898-54.1% | $133,346-71.1% | $94,015-59.0% |
| Participation rate | 86.5% | 63.4%+23.2pp | 72.8%+13.7pp | 70.8%+15.7pp |
| Annual return | 14.11% | 16.00%-1.9pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,119 | $1,821-38.5% | $2,853-60.8% | $2,790-59.9% |
| Participant deferral / active EE | $2,131 | $3,245-34.3% | $4,332-50.8% | $4,249-49.8% |
| Admin fee / account holder | $995 | $7,809-87.3% | $14,264-93.0% | $8,951-88.9% |