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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 | $54,152 | $86,940-37.7% | $102,434-47.1% | $80,935-33.1% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.7%+17.6pp |
| Annual return | 10.74% | 18.89%-8.2pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,007 | $2,370-57.5% | $3,023-66.7% | $2,757-63.5% |
| Participant deferral / active EE | $2,167 | $4,121-47.4% | $5,055-57.1% | $4,299-49.6% |
| Admin fee / account holder | $3,849 | $8,047-52.2% | $9,462-59.3% | $6,924-44.4% |