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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 | $30,668 | $75,541-59.4% | $152,093-79.8% | $82,637-62.9% |
| Participation rate | 94.9% | 66.5%+28.3pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 13.94% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,308 | $2,622-50.1% | $4,175-68.7% | $2,552-48.8% |
| Participant deferral / active EE | $3,852 | $3,206+20.2% | $5,451-29.3% | $4,126-6.6% |
| Admin fee / account holder | $8,002 | $6,405+24.9% | $14,497-44.8% | $7,339+9.0% |