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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 | $31,401 | $63,809-50.8% | $81,353-61.4% | $80,935-61.2% |
| Participation rate | 80.2% | 63.9%+16.3pp | 69.5%+10.7pp | 67.7%+12.6pp |
| Annual return | 14.50% | 16.37%-1.9pp | 24.82%-10.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,511 | $1,981-23.7% | $2,464-38.7% | $2,757-45.2% |
| Participant deferral / active EE | $3,035 | $3,093-1.9% | $3,885-21.9% | $4,299-29.4% |
| Admin fee / account holder | $713 | $5,686-87.5% | $5,766-87.6% | $6,924-89.7% |