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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 | $94,699-46.3% | $185,441-72.6% | $65,306-22.1% |
| Participation rate | 87.1% | 64.2%+22.9pp | 80.3%+6.9pp | 57.7%+29.5pp |
| Annual return | 15.92% | 16.71%-0.8pp | 20.16%-4.2pp | 21.94%-6.0pp |
| Employer contribution / active EE | $1,277 | $2,381-46.4% | $4,672-72.7% | $1,967-35.1% |
| Participant deferral / active EE | $2,078 | $3,568-41.8% | $6,152-66.2% | $2,959-29.8% |
| Admin fee / account holder | $2,850 | $4,797-40.6% | $17,890-84.1% | $3,480-18.1% |