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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 | $115,931-54.9% | $185,441-71.8% | $86,983-39.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 80.3%+5.5pp | 69.5%+16.2pp |
| Annual return | 17.78% | 21.47%-3.7pp | 20.16%-2.4pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,496 | $2,937-49.1% | $4,672-68.0% | $2,584-42.1% |
| Participant deferral / active EE | $2,207 | $4,551-51.5% | $6,152-64.1% | $4,194-47.4% |
| Admin fee / account holder | $519 | $10,687-95.1% | $17,890-97.1% | $7,856-93.4% |