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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 | $57,278 | $93,055-38.4% | $153,741-62.7% | $80,959-29.3% |
| Participation rate | 80.4% | 69.0%+11.5pp | 77.1%+3.3pp | 67.7%+12.8pp |
| Annual return | 12.82% | 19.97%-7.2pp | 15.71%-2.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,826 | $3,504-19.3% | $5,042-43.9% | $2,757+2.5% |
| Participant deferral / active EE | $2,902 | $5,172-43.9% | $6,757-57.0% | $4,300-32.5% |
| Admin fee / account holder | $919 | $8,881-89.7% | $12,749-92.8% | $6,925-86.7% |