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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 | $31,972 | $81,358-60.7% | $155,556-79.4% | $80,959-60.5% |
| Participation rate | 82.1% | 66.3%+15.8pp | 78.2%+3.8pp | 67.7%+14.4pp |
| Annual return | 11.59% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,854 | $3,106-40.3% | $4,675-60.4% | $2,757-32.8% |
| Participant deferral / active EE | $3,591 | $3,455+3.9% | $5,631-36.2% | $4,300-16.5% |
| Admin fee / account holder | $2,558 | $7,994-68.0% | $15,885-83.9% | $6,925-63.1% |