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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 | $31,900 | $86,940-63.3% | $102,434-68.9% | $80,935-60.6% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+17.0pp |
| Annual return | 11.85% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,826 | $2,370-23.0% | $3,023-39.6% | $2,757-33.8% |
| Participant deferral / active EE | $3,640 | $4,121-11.7% | $5,055-28.0% | $4,299-15.3% |
| Admin fee / account holder | $5,309 | $8,047-34.0% | $9,462-43.9% | $6,924-23.3% |