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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 | $25,054 | $48,078-47.9% | $78,676-68.2% | $62,881-60.2% |
| Participation rate | 84.0% | 65.2%+18.8pp | 73.6%+10.4pp | 69.3%+14.7pp |
| Annual return | 5.42% | 31.36%-25.9pp | 62.19%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $491 | $2,015-75.6% | $2,850-82.8% | $2,281-78.5% |
| Participant deferral / active EE | $1,634 | $2,587-36.8% | $3,517-53.5% | $3,203-49.0% |
| Admin fee / account holder | $363 | $3,206-88.7% | $4,510-91.9% | $4,296-91.5% |