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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 | $56,732 | $101,798-44.3% | $165,071-65.6% | $80,935-29.9% |
| Participation rate | 82.2% | 71.8%+10.4pp | 78.6%+3.6pp | 67.7%+14.6pp |
| Annual return | 14.64% | 16.73%-2.1pp | 70.17%-55.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,542 | $2,954-47.8% | $4,347-64.5% | $2,757-44.1% |
| Participant deferral / active EE | $2,906 | $4,476-35.1% | $6,035-51.9% | $4,299-32.4% |
| Admin fee / account holder | $1,293 | $8,221-84.3% | $12,695-89.8% | $6,924-81.3% |