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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 | $86,940-37.3% | $102,434-46.8% | $80,935-32.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | 15.87% | 18.89%-3.0pp | 29.46%-13.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,522 | $2,370-35.8% | $3,023-49.7% | $2,757-44.8% |
| Participant deferral / active EE | $2,397 | $4,121-41.8% | $5,055-52.6% | $4,299-44.2% |
| Admin fee / account holder | $1,618 | $8,047-79.9% | $9,462-82.9% | $6,924-76.6% |