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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 | $32,074 | $68,852-53.4% | $120,524-73.4% | $80,925-60.4% |
| Participation rate | 89.1% | 61.6%+27.5pp | 71.9%+17.2pp | 67.7%+21.4pp |
| Annual return | 13.80% | 23.67%-9.9pp | 107.36%-93.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,622 | $2,063+27.1% | $3,469-24.4% | $2,756-4.9% |
| Participant deferral / active EE | $4,131 | $3,187+29.6% | $4,994-17.3% | $4,299-3.9% |
| Admin fee / account holder | $3,064 | $5,781-47.0% | $9,440-67.5% | $6,940-55.9% |