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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 | $81,487-40.1% | $102,412-52.4% | $80,935-39.7% |
| Participation rate | 79.4% | 66.8%+12.5pp | 74.5%+4.9pp | 67.7%+11.7pp |
| Annual return | 17.80% | 25.60%-7.8pp | 24.94%-7.1pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,081 | $3,103-65.2% | $3,870-72.1% | $2,757-60.8% |
| Participant deferral / active EE | $3,741 | $3,871-3.3% | $5,060-26.1% | $4,299-13.0% |
| Admin fee / account holder | $1,306 | $6,717-80.6% | $8,388-84.4% | $6,924-81.1% |