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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 | $61,592 | $101,798-39.5% | $165,071-62.7% | $80,935-23.9% |
| Participation rate | 85.4% | 71.8%+13.5pp | 78.6%+6.7pp | 67.7%+17.7pp |
| Annual return | 10.68% | 16.73%-6.0pp | 70.17%-59.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,793 | $2,954-39.3% | $4,347-58.8% | $2,757-35.0% |
| Participant deferral / active EE | $4,239 | $4,476-5.3% | $6,035-29.8% | $4,299-1.4% |
| Admin fee / account holder | $504 | $8,221-93.9% | $12,695-96.0% | $6,924-92.7% |