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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 | $45,880 | $81,331-43.6% | $155,534-70.5% | $80,935-43.3% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 12.42% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,828 | $3,105-41.1% | $4,675-60.9% | $2,757-33.7% |
| Participant deferral / active EE | $3,272 | $3,454-5.3% | $5,630-41.9% | $4,299-23.9% |
| Admin fee / account holder | $3,110 | $7,999-61.1% | $15,900-80.4% | $6,924-55.1% |