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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 | $39,651 | $46,599-14.9% | $64,101-38.1% | $75,173-47.3% |
| Participation rate | 95.5% | 65.9%+29.5pp | 72.3%+23.1pp | 67.2%+28.3pp |
| Annual return | 13.39% | 26.06%-12.7pp | 33.72%-20.3pp | 160.72%-147.3pp |
| Employer contribution / active EE | $828 | $1,975-58.1% | $2,749-69.9% | $2,671-69.0% |
| Participant deferral / active EE | $2,312 | $2,837-18.5% | $3,881-40.4% | $4,126-44.0% |
| Admin fee / account holder | $3,051 | $2,956+3.2% | $3,070-0.6% | $5,651-46.0% |