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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 | $31,027 | $72,027-56.9% | $185,861-83.3% | $79,856-61.1% |
| Participation rate | 93.1% | 65.8%+27.3pp | 78.0%+15.1pp | 69.6%+23.5pp |
| Annual return | 13.94% | 23.13%-9.2pp | 35.96%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $644 | $1,965-67.2% | $4,088-84.3% | $2,471-74.0% |
| Participant deferral / active EE | $2,677 | $3,780-29.2% | $5,634-52.5% | $3,741-28.4% |
| Admin fee / account holder | $530 | $4,513-88.3% | $9,503-94.4% | $5,306-90.0% |