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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 | $26,986 | $57,590-53.1% | $86,233-68.7% | $82,448-67.3% |
| Participation rate | 98.9% | 57.9%+41.0pp | 69.0%+29.9pp | 68.1%+30.8pp |
| Annual return | 17.40% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $458 | $1,655-72.3% | $2,504-81.7% | $2,551-82.0% |
| Participant deferral / active EE | $5,114 | $3,080+66.0% | $4,559+12.2% | $4,139+23.5% |
| Admin fee / account holder | $2,919 | $4,730-38.3% | $8,342-65.0% | $7,234-59.6% |