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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 | $33,593 | $54,541-38.4% | $78,778-57.4% | $70,126-52.1% |
| Participation rate | 88.0% | 60.8%+27.2pp | 69.2%+18.8pp | 69.5%+18.5pp |
| Annual return | 15.03% | 21.07%-6.0pp | 35.62%-20.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,713 | $1,089+57.4% | $1,986-13.7% | $2,343-26.9% |
| Participant deferral / active EE | $3,094 | $2,210+40.0% | $2,958+4.6% | $3,332-7.1% |
| Admin fee / account holder | $11,467 | $3,709+209.2% | $5,134+123.4% | $4,645+146.8% |