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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 | $31,773 | $81,276-60.9% | $155,574-79.6% | $80,925-60.7% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.7%+30.0pp |
| Annual return | 14.24% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,256 | $3,103-59.5% | $4,676-73.1% | $2,756-54.4% |
| Participant deferral / active EE | $1,461 | $3,453-57.7% | $5,629-74.0% | $4,299-66.0% |
| Admin fee / account holder | $683 | $7,993-91.5% | $15,914-95.7% | $6,940-90.2% |