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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 | $52,526 | $81,487-35.5% | $102,412-48.7% | $80,935-35.1% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.7%+10.9pp |
| Annual return | 11.82% | 25.60%-13.8pp | 24.94%-13.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,346 | $3,103-56.6% | $3,870-65.2% | $2,757-51.2% |
| Participant deferral / active EE | $4,851 | $3,871+25.3% | $5,060-4.1% | $4,299+12.8% |
| Admin fee / account holder | $844 | $6,717-87.4% | $8,388-89.9% | $6,924-87.8% |