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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 | $30,145 | $76,551-60.6% | $123,894-75.7% | $62,881-52.1% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 13.80% | 18.68%-4.9pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,387 | $2,882-51.9% | $4,617-70.0% | $2,281-39.2% |
| Participant deferral / active EE | $4,227 | $4,840-12.7% | $5,984-29.4% | $3,203+32.0% |
| Admin fee / account holder | $1,358 | $4,826-71.9% | $8,357-83.8% | $4,296-68.4% |