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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 | $38,626 | $81,504-52.6% | $102,437-62.3% | $80,959-52.3% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 11.19% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,942 | $3,104-37.4% | $3,871-49.8% | $2,757-29.6% |
| Participant deferral / active EE | $5,398 | $3,871+39.4% | $5,060+6.7% | $4,300+25.5% |
| Admin fee / account holder | $728 | $6,719-89.2% | $8,388-91.3% | $6,925-89.5% |