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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 | $47,093 | $81,446-42.2% | $103,374-54.4% | $80,874-41.8% |
| Participation rate | 83.6% | 66.9%+16.7pp | 74.5%+9.1pp | 67.6%+15.9pp |
| Annual return | 11.93% | 25.57%-13.6pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,153 | $3,107-30.7% | $3,869-44.4% | $2,756-21.9% |
| Participant deferral / active EE | $2,060 | $3,870-46.8% | $5,058-59.3% | $4,297-52.1% |
| Admin fee / account holder | $1,198 | $6,715-82.2% | $8,394-85.7% | $6,935-82.7% |