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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 | $30,690 | $81,276-62.2% | $155,574-80.3% | $80,925-62.1% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.7pp | 67.7%+30.3pp |
| Annual return | 15.20% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $2,200 | $3,103-29.1% | $4,676-52.9% | $2,756-20.2% |
| Participant deferral / active EE | $3,187 | $3,453-7.7% | $5,629-43.4% | $4,299-25.9% |
| Admin fee / account holder | $4,572 | $7,993-42.8% | $15,914-71.3% | $6,940-34.1% |