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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 | $40,727 | $81,476-50.0% | $102,383-60.2% | $80,925-49.7% |
| Participation rate | 75.5% | 66.8%+8.7pp | 74.5%+1.0pp | 67.7%+7.9pp |
| Annual return | 17.91% | 25.59%-7.7pp | 24.94%-7.0pp | 35.65%-17.7pp |
| Employer contribution / active EE | $1,329 | $3,105-57.2% | $3,870-65.7% | $2,756-51.8% |
| Participant deferral / active EE | $2,540 | $3,871-34.4% | $5,060-49.8% | $4,299-40.9% |
| Admin fee / account holder | $1,300 | $6,717-80.6% | $8,391-84.5% | $6,940-81.3% |