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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 | $52,281 | $114,712-54.4% | $173,730-69.9% | $87,485-40.2% |
| Participation rate | 85.7% | 73.0%+12.7pp | 79.6%+6.1pp | 68.9%+16.8pp |
| Annual return | 17.78% | 20.18%-2.4pp | 19.96%-2.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,496 | $2,904-48.5% | $4,577-67.3% | $2,596-42.4% |
| Participant deferral / active EE | $2,207 | $4,642-52.5% | $6,326-65.1% | $4,274-48.4% |
| Admin fee / account holder | $519 | $10,210-94.9% | $17,523-97.0% | $7,775-93.3% |