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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 | $53,496 | $104,098-48.6% | $140,514-61.9% | $94,015-43.1% |
| Participation rate | 81.3% | 73.7%+7.5pp | 77.8%+3.5pp | 70.8%+10.4pp |
| Annual return | 13.26% | 15.14%-1.9pp | 14.36%-1.1pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,061 | $2,388-55.6% | $3,378-68.6% | $2,790-62.0% |
| Participant deferral / active EE | $3,448 | $4,033-14.5% | $4,919-29.9% | $4,249-18.9% |
| Admin fee / account holder | $27,026 | $10,439+158.9% | $13,697+97.3% | $8,951+201.9% |