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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 | $35,312 | $97,648-63.8% | $121,663-71.0% | $87,485-59.6% |
| Participation rate | 85.0% | 70.5%+14.5pp | 74.5%+10.5pp | 68.9%+16.1pp |
| Annual return | 16.80% | 18.03%-1.2pp | 147.54%-130.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,581 | $2,300-31.3% | $3,020-47.7% | $2,596-39.1% |
| Participant deferral / active EE | $2,258 | $3,923-42.4% | $4,887-53.8% | $4,274-47.2% |
| Admin fee / account holder | $338 | $11,100-97.0% | $14,289-97.6% | $7,775-95.7% |