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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 | $38,024 | $76,551-50.3% | $123,894-69.3% | $62,881-39.5% |
| Participation rate | 88.2% | 73.0%+15.2pp | 81.4%+6.7pp | 69.3%+18.9pp |
| Annual return | 14.68% | 18.68%-4.0pp | 47.52%-32.8pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,392 | $2,882-51.7% | $4,617-69.8% | $2,281-39.0% |
| Participant deferral / active EE | $2,659 | $4,840-45.1% | $5,984-55.6% | $3,203-17.0% |
| Admin fee / account holder | $466 | $4,826-90.3% | $8,357-94.4% | $4,296-89.1% |