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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 | $33,881 | $101,798-66.7% | $165,071-79.5% | $80,935-58.1% |
| Participation rate | 94.4% | 71.8%+22.5pp | 78.6%+15.7pp | 67.7%+26.7pp |
| Annual return | 15.12% | 16.73%-1.6pp | 70.17%-55.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,363 | $2,954-53.9% | $4,347-68.6% | $2,757-50.5% |
| Participant deferral / active EE | $3,802 | $4,476-15.1% | $6,035-37.0% | $4,299-11.6% |
| Admin fee / account holder | $3,062 | $8,221-62.8% | $12,695-75.9% | $6,924-55.8% |