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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 | $55,162 | $95,453-42.2% | $112,040-50.8% | $82,448-33.1% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.3pp |
| Annual return | 16.85% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,578 | $2,318-31.9% | $2,954-46.6% | $2,551-38.1% |
| Participant deferral / active EE | $3,686 | $4,224-12.7% | $5,098-27.7% | $4,139-10.9% |
| Admin fee / account holder | $4,526 | $9,013-49.8% | $12,098-62.6% | $7,234-37.4% |