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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 | $38,528 | $76,834-49.9% | $108,359-64.4% | $87,485-56.0% |
| Participation rate | 86.5% | 61.7%+24.8pp | 70.1%+16.4pp | 68.9%+17.6pp |
| Annual return | 14.11% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,119 | $1,556-28.1% | $2,399-53.4% | $2,596-56.9% |
| Participant deferral / active EE | $2,131 | $3,100-31.3% | $4,137-48.5% | $4,274-50.1% |
| Admin fee / account holder | $995 | $6,537-84.8% | $9,741-89.8% | $7,775-87.2% |