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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 | $61,724 | $100,194-38.4% | $122,979-49.8% | $86,983-29.0% |
| Participation rate | 90.9% | 73.0%+17.9pp | 77.2%+13.7pp | 69.5%+21.4pp |
| Annual return | 11.34% | 16.47%-5.1pp | 20.12%-8.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,264 | $2,326-45.6% | $3,062-58.7% | $2,584-51.1% |
| Participant deferral / active EE | $2,543 | $4,133-38.5% | $5,003-49.2% | $4,194-39.4% |
| Admin fee / account holder | $1,293 | $10,148-87.3% | $12,864-89.9% | $7,856-83.5% |