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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 | $37,820 | $71,215-46.9% | $93,696-59.6% | $80,935-53.3% |
| Participation rate | 76.1% | 60.4%+15.7pp | 68.7%+7.4pp | 67.7%+8.5pp |
| Annual return | 21.01% | 11.27%+9.7pp | 133.74%-112.7pp | 35.66%-14.6pp |
| Employer contribution / active EE | $1,137 | $1,565-27.4% | $2,422-53.1% | $2,757-58.8% |
| Participant deferral / active EE | $4,328 | $4,037+7.2% | $4,417-2.0% | $4,299+0.7% |
| Admin fee / account holder | $3,694 | $6,958-46.9% | $8,287-55.4% | $6,924-46.6% |