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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 | $44,029 | $71,057-38.0% | $93,654-53.0% | $80,874-45.6% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.6%+19.7pp |
| Annual return | 14.41% | 11.26%+3.2pp | 133.34%-118.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,317 | $1,564-15.8% | $2,421-45.6% | $2,756-52.2% |
| Participant deferral / active EE | $2,394 | $4,034-40.7% | $4,413-45.8% | $4,297-44.3% |
| Admin fee / account holder | $6,417 | $6,944-7.6% | $8,282-22.5% | $6,935-7.5% |