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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 | $44,285 | $81,276-45.5% | $155,574-71.5% | $80,925-45.3% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 11.98% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,090 | $3,103-64.9% | $4,676-76.7% | $2,756-60.5% |
| Participant deferral / active EE | $2,079 | $3,453-39.8% | $5,629-63.1% | $4,299-51.6% |
| Admin fee / account holder | $932 | $7,993-88.3% | $15,914-94.1% | $6,940-86.6% |