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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 | $29,738 | $81,262-63.4% | $155,602-80.9% | $80,911-63.2% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 11.28% | 33.34%-22.1pp | 64.81%-53.5pp | 35.63%-24.4pp |
| Employer contribution / active EE | $2,042 | $3,102-34.2% | $4,675-56.3% | $2,756-25.9% |
| Participant deferral / active EE | $2,884 | $3,451-16.4% | $5,629-48.8% | $4,297-32.9% |
| Admin fee / account holder | $3,956 | $7,992-50.5% | $15,923-75.2% | $6,935-42.9% |