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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 | $50,444 | $81,504-38.1% | $102,437-50.8% | $80,959-37.7% |
| Participation rate | 93.9% | 66.9%+27.1pp | 74.5%+19.4pp | 67.7%+26.3pp |
| Annual return | 12.56% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,904 | $3,104-38.7% | $3,871-50.8% | $2,757-31.0% |
| Participant deferral / active EE | $6,544 | $3,871+69.1% | $5,060+29.3% | $4,300+52.2% |
| Admin fee / account holder | $3,138 | $6,719-53.3% | $8,388-62.6% | $6,925-54.7% |