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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 | $50,890 | $95,904-46.9% | $173,730-70.7% | $64,340-20.9% |
| Participation rate | 87.1% | 60.6%+26.5pp | 79.6%+7.6pp | 55.2%+31.9pp |
| Annual return | 15.92% | 17.47%-1.6pp | 19.96%-4.0pp | 24.14%-8.2pp |
| Employer contribution / active EE | $1,277 | $2,323-45.0% | $4,577-72.1% | $1,862-31.4% |
| Participant deferral / active EE | $2,078 | $3,488-40.4% | $6,326-67.2% | $2,980-30.3% |
| Admin fee / account holder | $2,850 | $5,089-44.0% | $17,523-83.7% | $3,703-23.0% |