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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 | $81,276-60.5% | $155,574-79.4% | $80,925-60.4% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 12.61% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,852 | $3,103-40.3% | $4,676-60.4% | $2,756-32.8% |
| Participant deferral / active EE | $3,012 | $3,453-12.8% | $5,629-46.5% | $4,299-29.9% |
| Admin fee / account holder | $2,467 | $7,993-69.1% | $15,914-84.5% | $6,940-64.5% |