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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 | $64,462-51.3% | $81,482-61.5% | $80,911-61.2% |
| Participation rate | 80.2% | 63.9%+16.3pp | 69.5%+10.7pp | 67.6%+12.6pp |
| Annual return | 14.50% | 16.35%-1.9pp | 24.79%-10.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,511 | $1,979-23.6% | $2,463-38.7% | $2,756-45.2% |
| Participant deferral / active EE | $3,035 | $3,094-1.9% | $3,885-21.9% | $4,297-29.4% |
| Admin fee / account holder | $713 | $5,678-87.4% | $5,761-87.6% | $6,935-89.7% |