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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 | $52,229 | $81,476-35.9% | $102,383-49.0% | $80,925-35.5% |
| Participation rate | 81.4% | 66.8%+14.6pp | 74.5%+6.9pp | 67.7%+13.8pp |
| Annual return | 18.77% | 25.59%-6.8pp | 24.94%-6.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $1,393 | $3,105-55.1% | $3,870-64.0% | $2,756-49.5% |
| Participant deferral / active EE | $3,555 | $3,871-8.2% | $5,060-29.7% | $4,299-17.3% |
| Admin fee / account holder | $2,480 | $6,717-63.1% | $8,391-70.4% | $6,940-64.3% |