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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 | $38,423 | $76,551-49.8% | $123,894-69.0% | $62,881-38.9% |
| Participation rate | 83.1% | 73.0%+10.2pp | 81.4%+1.7pp | 69.3%+13.8pp |
| Annual return | 6.28% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,416 | $2,882-50.9% | $4,617-69.3% | $2,281-37.9% |
| Participant deferral / active EE | $2,569 | $4,840-46.9% | $5,984-57.1% | $3,203-19.8% |
| Admin fee / account holder | $2,235 | $4,826-53.7% | $8,357-73.3% | $4,296-48.0% |