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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 | $40,422 | $46,877-13.8% | $122,354-67.0% | $70,126-42.4% |
| Participation rate | 88.2% | 58.2%+30.0pp | 71.6%+16.6pp | 69.5%+18.7pp |
| Annual return | 14.70% | 24.22%-9.5pp | 30.28%-15.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,128 | $1,288-12.4% | $4,051-72.1% | $2,343-51.8% |
| Participant deferral / active EE | $2,116 | $2,167-2.4% | $3,287-35.6% | $3,332-36.5% |
| Admin fee / account holder | $3,801 | $3,324+14.4% | $5,479-30.6% | $4,645-18.2% |