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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 | $58,136 | $81,504-28.7% | $102,437-43.2% | $80,959-28.2% |
| Participation rate | 76.9% | 66.9%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 13.38% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,016 | $3,104-35.1% | $3,871-47.9% | $2,757-26.9% |
| Participant deferral / active EE | $1,691 | $3,871-56.3% | $5,060-66.6% | $4,300-60.7% |
| Admin fee / account holder | $3,551 | $6,719-47.2% | $8,388-57.7% | $6,925-48.7% |