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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 | $39,407 | $81,276-51.5% | $155,574-74.7% | $80,925-51.3% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.7%+17.2pp |
| Annual return | 12.08% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $923 | $3,103-70.3% | $4,676-80.3% | $2,756-66.5% |
| Participant deferral / active EE | $3,048 | $3,453-11.7% | $5,629-45.9% | $4,299-29.1% |
| Admin fee / account holder | $619 | $7,993-92.3% | $15,914-96.1% | $6,940-91.1% |