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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 | $44,129 | $81,504-45.9% | $102,437-56.9% | $80,959-45.5% |
| Participation rate | 76.1% | 66.9%+9.2pp | 74.5%+1.6pp | 67.7%+8.4pp |
| Annual return | 11.81% | 25.60%-13.8pp | 24.95%-13.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,977 | $3,104-36.3% | $3,871-48.9% | $2,757-28.3% |
| Participant deferral / active EE | $2,606 | $3,871-32.7% | $5,060-48.5% | $4,300-39.4% |
| Admin fee / account holder | $1,985 | $6,719-70.5% | $8,388-76.3% | $6,925-71.3% |