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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 | $30,326 | $57,590-47.3% | $86,233-64.8% | $82,448-63.2% |
| Participation rate | 83.8% | 57.9%+25.9pp | 69.0%+14.8pp | 68.1%+15.7pp |
| Annual return | 16.75% | 22.41%-5.7pp | 61.39%-44.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,546 | $1,655+235.0% | $2,504+121.4% | $2,551+117.4% |
| Participant deferral / active EE | $3,291 | $3,080+6.9% | $4,559-27.8% | $4,139-20.5% |
| Admin fee / account holder | $663 | $4,730-86.0% | $8,342-92.1% | $7,234-90.8% |