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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 | $39,637 | $81,358-51.3% | $155,556-74.5% | $80,959-51.0% |
| Participation rate | 87.8% | 66.3%+21.5pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 19.17% | 33.39%-14.2pp | 64.84%-45.7pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,557 | $3,106-49.9% | $4,675-66.7% | $2,757-43.5% |
| Participant deferral / active EE | $4,513 | $3,455+30.6% | $5,631-19.8% | $4,300+5.0% |
| Admin fee / account holder | $1,833 | $7,994-77.1% | $15,885-88.5% | $6,925-73.5% |