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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 | $21,148 | $46,534-54.6% | $64,097-67.0% | $75,177-71.9% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 13.50% | 26.07%-12.6pp | 33.75%-20.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $841 | $1,976-57.4% | $2,750-69.4% | $2,671-68.5% |
| Participant deferral / active EE | $2,093 | $2,835-26.2% | $3,881-46.1% | $4,126-49.3% |
| Admin fee / account holder | $1,815 | $2,957-38.6% | $3,070-40.9% | $5,651-67.9% |