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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 | $37,379 | $56,287-33.6% | $80,977-53.8% | $62,881-40.6% |
| Participation rate | 84.1% | 68.9%+15.2pp | 75.8%+8.3pp | 69.3%+14.8pp |
| Annual return | 11.73% | 22.13%-10.4pp | 17.11%-5.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,355 | $1,943-30.2% | $3,715-63.5% | $2,281-40.6% |
| Participant deferral / active EE | $3,889 | $4,196-7.3% | $5,696-31.7% | $3,203+21.4% |
| Admin fee / account holder | $1,562 | $3,742-58.3% | $5,517-71.7% | $4,296-63.6% |