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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 | $51,204 | $69,590-26.4% | $136,867-62.6% | $94,015-45.5% |
| Participation rate | 80.2% | 66.3%+13.9pp | 74.5%+5.7pp | 70.8%+9.4pp |
| Annual return | 14.29% | 19.62%-5.3pp | 42.97%-28.7pp | 17.84%-3.6pp |
| Employer contribution / active EE | $1,321 | $2,396-44.9% | $3,547-62.7% | $2,790-52.6% |
| Participant deferral / active EE | $2,859 | $3,437-16.8% | $4,924-41.9% | $4,249-32.7% |
| Admin fee / account holder | $4,948 | $8,912-44.5% | $10,340-52.1% | $8,951-44.7% |