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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 | $29,614 | $45,050-34.3% | $63,018-53.0% | $70,126-57.8% |
| Participation rate | 77.9% | 69.5%+8.4pp | 74.8%+3.1pp | 69.5%+8.4pp |
| Annual return | 15.41% | 18.76%-3.4pp | 87.62%-72.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $689 | $2,052-66.4% | $2,761-75.0% | $2,343-70.6% |
| Participant deferral / active EE | $1,470 | $2,466-40.4% | $3,330-55.8% | $3,332-55.9% |
| Admin fee / account holder | $2,841 | $2,834+0.2% | $3,601-21.1% | $4,645-38.8% |