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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 | $51,296 | $81,487-37.1% | $102,412-49.9% | $80,935-36.6% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 11.18% | 25.60%-14.4pp | 24.94%-13.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,256 | $3,103-27.3% | $3,870-41.7% | $2,757-18.2% |
| Participant deferral / active EE | $2,450 | $3,871-36.7% | $5,060-51.6% | $4,299-43.0% |
| Admin fee / account holder | $3,268 | $6,717-51.3% | $8,388-61.0% | $6,924-52.8% |