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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 | $37,983 | $58,587-35.2% | $83,322-54.4% | $64,173-40.8% |
| Participation rate | 78.9% | 72.0%+6.9pp | 77.8%+1.2pp | 69.6%+9.4pp |
| Annual return | 3.04% | 9.65%-6.6pp | 10.64%-7.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,160 | $2,098-44.7% | $3,379-65.7% | $2,381-51.3% |
| Participant deferral / active EE | $2,985 | $4,654-35.9% | $5,565-46.4% | $3,470-14.0% |
| Admin fee / account holder | $2,560 | $9,279-72.4% | $7,540-66.0% | $4,887-47.6% |