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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 | $37,969 | $75,541-49.7% | $152,093-75.0% | $82,637-54.1% |
| Participation rate | 87.8% | 66.5%+21.3pp | 77.8%+10.0pp | 68.1%+19.8pp |
| Annual return | 18.37% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,374 | $2,622-47.6% | $4,175-67.1% | $2,552-46.1% |
| Participant deferral / active EE | $2,350 | $3,206-26.7% | $5,451-56.9% | $4,126-43.0% |
| Admin fee / account holder | $2,108 | $6,405-67.1% | $14,497-85.5% | $7,339-71.3% |