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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 | $35,185 | $62,672-43.9% | $185,117-81.0% | $70,126-49.8% |
| Participation rate | 92.3% | 63.8%+28.5pp | 77.3%+15.0pp | 69.5%+22.8pp |
| Annual return | 13.70% | 40.79%-27.1pp | 40.50%-26.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,218 | $1,753-30.5% | $4,182-70.9% | $2,343-48.0% |
| Participant deferral / active EE | $3,074 | $3,272-6.0% | $5,045-39.1% | $3,332-7.7% |
| Admin fee / account holder | $460 | $3,932-88.3% | $8,159-94.4% | $4,645-90.1% |