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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 | $54,483 | $86,919-37.3% | $102,457-46.8% | $80,911-32.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 15.87% | 18.90%-3.0pp | 29.41%-13.5pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,522 | $2,368-35.7% | $3,022-49.6% | $2,756-44.8% |
| Participant deferral / active EE | $2,397 | $4,119-41.8% | $5,054-52.6% | $4,297-44.2% |
| Admin fee / account holder | $1,618 | $8,049-79.9% | $9,451-82.9% | $6,935-76.7% |