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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 | $44,171 | $57,140-22.7% | $85,240-48.2% | $80,959-45.4% |
| Participation rate | 82.8% | 56.4%+26.3pp | 67.5%+15.2pp | 67.7%+15.1pp |
| Annual return | 11.86% | 21.71%-9.9pp | 66.75%-54.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,914 | $1,802+6.2% | $2,735-30.0% | $2,757-30.6% |
| Participant deferral / active EE | $6,275 | $3,115+101.4% | $4,527+38.6% | $4,300+45.9% |
| Admin fee / account holder | $484 | $4,992-90.3% | $6,165-92.1% | $6,925-93.0% |