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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 | $26,384 | $72,492-63.6% | $87,104-69.7% | $72,975-63.8% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+20.0pp |
| Annual return | 16.18% | 24.46%-8.3pp | 28.19%-12.0pp | 81.01%-64.8pp |
| Employer contribution / active EE | $1,713 | $1,894-9.6% | $2,521-32.1% | $2,440-29.8% |
| Participant deferral / active EE | $3,261 | $3,270-0.3% | $4,048-19.4% | $3,608-9.6% |
| Admin fee / account holder | $2,361 | $5,055-53.3% | $7,491-68.5% | $5,124-53.9% |