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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 | $32,531 | $48,078-32.3% | $78,676-58.7% | $62,881-48.3% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 7.32% | 31.36%-24.0pp | 62.19%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,128 | $2,015+55.3% | $2,850+9.7% | $2,281+37.1% |
| Participant deferral / active EE | $2,594 | $2,587+0.3% | $3,517-26.2% | $3,203-19.0% |
| Admin fee / account holder | $447 | $3,206-86.1% | $4,510-90.1% | $4,296-89.6% |