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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 | $32,064 | $81,233-60.5% | $155,567-79.4% | $80,874-60.4% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 12.61% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,852 | $3,101-40.3% | $4,674-60.4% | $2,756-32.8% |
| Participant deferral / active EE | $3,012 | $3,452-12.8% | $5,628-46.5% | $4,297-29.9% |
| Admin fee / account holder | $2,467 | $7,998-69.2% | $15,916-84.5% | $6,935-64.4% |