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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 | $71,230-38.2% | $93,727-53.0% | $80,959-45.6% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.7%+19.7pp |
| Annual return | 14.41% | 11.26%+3.2pp | 133.83%-119.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,317 | $1,565-15.8% | $2,421-45.6% | $2,757-52.2% |
| Participant deferral / active EE | $2,394 | $4,037-40.7% | $4,417-45.8% | $4,300-44.3% |
| Admin fee / account holder | $6,417 | $6,961-7.8% | $8,292-22.6% | $6,925-7.3% |