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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 | $36,161 | $57,140-36.7% | $85,240-57.6% | $80,959-55.3% |
| Participation rate | 76.5% | 56.4%+20.1pp | 67.5%+8.9pp | 67.7%+8.8pp |
| Annual return | 13.98% | 21.71%-7.7pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,390 | $1,802-22.8% | $2,735-49.2% | $2,757-49.6% |
| Participant deferral / active EE | $3,809 | $3,115+22.3% | $4,527-15.9% | $4,300-11.4% |
| Admin fee / account holder | $2,930 | $4,992-41.3% | $6,165-52.5% | $6,925-57.7% |