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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 | $37,217 | $80,983-54.0% | $96,544-61.5% | $75,177-50.5% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 13.16% | 27.05%-13.9pp | 25.88%-12.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $1,143 | $2,282-49.9% | $2,966-61.5% | $2,671-57.2% |
| Participant deferral / active EE | $1,938 | $3,929-50.7% | $4,851-60.1% | $4,126-53.0% |
| Admin fee / account holder | $915 | $6,717-86.4% | $8,254-88.9% | $5,651-83.8% |