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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 | $36,053 | $64,359-44.0% | $90,161-60.0% | $70,124-48.6% |
| Participation rate | 86.8% | 70.4%+16.4pp | 76.9%+10.0pp | 69.5%+17.3pp |
| Annual return | 16.19% | 28.13%-11.9pp | 34.89%-18.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,471 | $2,046-28.1% | $3,318-55.7% | $2,342-37.2% |
| Participant deferral / active EE | $3,933 | $4,389-10.4% | $5,287-25.6% | $3,332+18.1% |
| Admin fee / account holder | $3,705 | $3,945-6.1% | $5,943-37.7% | $4,645-20.2% |