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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 | $30,355 | $52,306-42.0% | $69,779-56.5% | $62,881-51.7% |
| Participation rate | 84.2% | 67.2%+17.0pp | 71.8%+12.4pp | 69.3%+14.9pp |
| Annual return | 5.02% | 13.35%-8.3pp | 12.99%-8.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,310 | $1,799-27.2% | $2,338-44.0% | $2,281-42.6% |
| Participant deferral / active EE | $2,059 | $2,395-14.0% | $2,931-29.7% | $3,203-35.7% |
| Admin fee / account holder | $2,313 | $3,691-37.3% | $4,381-47.2% | $4,296-46.2% |