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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 | $40,583 | $72,273-43.8% | $101,275-59.9% | $79,856-49.2% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 15.90% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,203 | $2,691-55.3% | $3,660-67.1% | $2,471-51.3% |
| Participant deferral / active EE | $1,538 | $3,282-53.1% | $4,371-64.8% | $3,741-58.9% |
| Admin fee / account holder | $4,372 | $4,401-0.7% | $5,948-26.5% | $5,306-17.6% |