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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 | $48,782 | $81,457-40.1% | $103,378-52.8% | $80,911-39.7% |
| Participation rate | 79.4% | 66.8%+12.5pp | 74.5%+4.9pp | 67.6%+11.7pp |
| Annual return | 17.80% | 25.58%-7.8pp | 24.91%-7.1pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,081 | $3,107-65.2% | $3,870-72.1% | $2,756-60.8% |
| Participant deferral / active EE | $3,741 | $3,871-3.3% | $5,058-26.0% | $4,297-12.9% |
| Admin fee / account holder | $1,306 | $6,717-80.6% | $8,401-84.5% | $6,935-81.2% |