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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 | $59,217 | $86,940-31.9% | $102,434-42.2% | $80,935-26.8% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.5pp | 67.7%+14.4pp |
| Annual return | 12.47% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,297 | $2,370-45.3% | $3,023-57.1% | $2,757-53.0% |
| Participant deferral / active EE | $3,956 | $4,121-4.0% | $5,055-21.7% | $4,299-8.0% |
| Admin fee / account holder | $1,535 | $8,047-80.9% | $9,462-83.8% | $6,924-77.8% |