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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 | $49,712 | $81,487-39.0% | $102,412-51.5% | $80,935-38.6% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.7%+26.3pp |
| Annual return | 15.70% | 25.60%-9.9pp | 24.94%-9.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,018 | $3,103-67.2% | $3,870-73.7% | $2,757-63.1% |
| Participant deferral / active EE | $2,995 | $3,871-22.6% | $5,060-40.8% | $4,299-30.3% |
| Admin fee / account holder | $1,528 | $6,717-77.2% | $8,388-81.8% | $6,924-77.9% |