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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 | $86,938-65.4% | $102,423-70.6% | $80,925-62.8% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.7%+18.5pp |
| Annual return | 15.17% | 18.89%-3.7pp | 29.42%-14.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,546 | $2,369-34.7% | $3,023-48.9% | $2,756-43.9% |
| Participant deferral / active EE | $3,571 | $4,120-13.3% | $5,054-29.4% | $4,299-16.9% |
| Admin fee / account holder | $2,531 | $8,053-68.6% | $9,455-73.2% | $6,940-63.5% |