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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 | $32,651 | $78,423-58.4% | $95,964-66.0% | $79,856-59.1% |
| Participation rate | 92.8% | 73.5%+19.3pp | 77.1%+15.7pp | 69.6%+23.1pp |
| Annual return | 11.91% | 19.37%-7.5pp | 91.64%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $962 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $1,867 | $3,440-45.7% | $4,167-55.2% | $3,741-50.1% |
| Admin fee / account holder | $1,358 | $5,622-75.8% | $6,797-80.0% | $5,306-74.4% |