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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 | $35,883 | $83,485-57.0% | $125,192-71.3% | $72,975-50.8% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.5pp | 69.5%+18.7pp |
| Annual return | 17.17% | 25.77%-8.6pp | 43.79%-26.6pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,110 | $2,346-52.7% | $3,866-71.3% | $2,440-54.5% |
| Participant deferral / active EE | $2,447 | $3,586-31.8% | $4,937-50.4% | $3,608-32.2% |
| Admin fee / account holder | $5,120 | $5,518-7.2% | $9,704-47.2% | $5,124-0.1% |