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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 | $36,555 | $93,064-60.7% | $74,577-51.0% | $273,972-86.7% |
| Participation rate | 94.1% | 74.9%+19.2pp | 68.1%+26.0pp | 83.0%+11.1pp |
| Annual return | 8.43% | 26.18%-17.7pp | 20.47%-12.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,014 | $3,160-67.9% | $2,525-59.8% | $4,869-79.2% |
| Participant deferral / active EE | $2,645 | $4,160-36.4% | $3,458-23.5% | $5,287-50.0% |
| Admin fee / account holder | $1,528 | $5,273-71.0% | $4,138-63.1% | $10,133-84.9% |