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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 | $59,939 | $101,798-41.1% | $165,071-63.7% | $80,935-25.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 15.45% | 16.73%-1.3pp | 70.17%-54.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,252 | $2,954-57.6% | $4,347-71.2% | $2,757-54.6% |
| Participant deferral / active EE | $2,985 | $4,476-33.3% | $6,035-50.5% | $4,299-30.6% |
| Admin fee / account holder | $2,518 | $8,221-69.4% | $12,695-80.2% | $6,924-63.6% |