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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 | $19,360 | $59,440-67.4% | $78,004-75.2% | $82,637-76.6% |
| Participation rate | 83.7% | 62.8%+20.9pp | 69.4%+14.2pp | 68.1%+15.6pp |
| Annual return | 32.80% | 40.24%-7.4pp | 31.07%+1.7pp | 53.51%-20.7pp |
| Employer contribution / active EE | $2,808 | $1,750+60.4% | $2,469+13.7% | $2,552+10.0% |
| Participant deferral / active EE | $6,705 | $3,138+113.6% | $4,092+63.9% | $4,126+62.5% |
| Admin fee / account holder | $1,257 | $5,504-77.2% | $7,578-83.4% | $7,339-82.9% |