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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 | $30,112 | $86,949-65.4% | $102,460-70.6% | $80,959-62.8% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.7%+18.4pp |
| Annual return | 15.17% | 18.89%-3.7pp | 29.47%-14.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,546 | $2,370-34.8% | $3,025-48.9% | $2,757-43.9% |
| Participant deferral / active EE | $3,571 | $4,121-13.4% | $5,056-29.4% | $4,300-17.0% |
| Admin fee / account holder | $2,531 | $8,048-68.5% | $9,460-73.2% | $6,925-63.5% |