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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 | $50,349 | $62,672-19.7% | $185,117-72.8% | $70,126-28.2% |
| Participation rate | 94.7% | 63.8%+31.0pp | 77.3%+17.5pp | 69.5%+25.2pp |
| Annual return | 14.64% | 40.79%-26.1pp | 40.50%-25.9pp | 73.15%-58.5pp |
| Employer contribution / active EE | $577 | $1,753-67.1% | $4,182-86.2% | $2,343-75.4% |
| Participant deferral / active EE | $3,210 | $3,272-1.9% | $5,045-36.4% | $3,332-3.6% |
| Admin fee / account holder | $1,431 | $3,932-63.6% | $8,159-82.5% | $4,645-69.2% |