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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 | $58,020 | $81,358-28.7% | $155,556-62.7% | $80,959-28.3% |
| Participation rate | 78.2% | 66.3%+11.9pp | 78.2%0pp | 67.7%+10.5pp |
| Annual return | 12.64% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,053 | $3,106-66.1% | $4,675-77.5% | $2,757-61.8% |
| Participant deferral / active EE | $2,738 | $3,455-20.8% | $5,631-51.4% | $4,300-36.3% |
| Admin fee / account holder | $7,374 | $7,994-7.8% | $15,885-53.6% | $6,925+6.5% |