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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 | $31,627 | $72,027-56.1% | $185,835-83.0% | $79,852-60.4% |
| Participation rate | 94.6% | 65.8%+28.9pp | 78.0%+16.6pp | 69.6%+25.0pp |
| Annual return | 15.05% | 23.13%-8.1pp | 35.96%-20.9pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,051 | $1,965-46.5% | $4,087-74.3% | $2,471-57.5% |
| Participant deferral / active EE | $2,608 | $3,780-31.0% | $5,633-53.7% | $3,740-30.3% |
| Admin fee / account holder | $4,261 | $4,513-5.6% | $9,502-55.2% | $5,306-19.7% |