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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 | $33,398 | $81,487-59.0% | $102,412-67.4% | $80,935-58.7% |
| Participation rate | 78.0% | 66.8%+11.1pp | 74.5%+3.5pp | 67.7%+10.3pp |
| Annual return | 12.13% | 25.60%-13.5pp | 24.94%-12.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,022 | $3,103-67.1% | $3,870-73.6% | $2,757-62.9% |
| Participant deferral / active EE | $2,767 | $3,871-28.5% | $5,060-45.3% | $4,299-35.6% |
| Admin fee / account holder | $2,378 | $6,717-64.6% | $8,388-71.7% | $6,924-65.7% |