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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 | $24,697 | $48,076-48.6% | $78,693-68.6% | $62,891-60.7% |
| Participation rate | 77.1% | 65.2%+11.9pp | 73.6%+3.6pp | 69.3%+7.8pp |
| Annual return | 12.50% | 31.35%-18.9pp | 62.18%-49.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,381 | $2,015-31.4% | $2,850-51.5% | $2,281-39.4% |
| Participant deferral / active EE | $2,601 | $2,588+0.5% | $3,517-26.0% | $3,203-18.8% |
| Admin fee / account holder | $515 | $3,207-84.0% | $4,511-88.6% | $4,296-88.0% |