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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 | $51,274 | $81,504-37.1% | $102,437-49.9% | $80,959-36.7% |
| Participation rate | 81.6% | 66.9%+14.7pp | 74.5%+7.1pp | 67.7%+13.9pp |
| Annual return | 11.27% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,302 | $3,104-25.8% | $3,871-40.5% | $2,757-16.5% |
| Participant deferral / active EE | $4,584 | $3,871+18.4% | $5,060-9.4% | $4,300+6.6% |
| Admin fee / account holder | $4,031 | $6,719-40.0% | $8,388-51.9% | $6,925-41.8% |