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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 | $23,517 | $45,087-47.8% | $69,483-66.2% | $72,976-67.8% |
| Participation rate | 76.0% | 68.5%+7.5pp | 74.6%+1.4pp | 69.5%+6.5pp |
| Annual return | 13.34% | 22.67%-9.3pp | 28.99%-15.6pp | 81.02%-67.7pp |
| Employer contribution / active EE | $938 | $2,055-54.3% | $2,780-66.2% | $2,440-61.5% |
| Participant deferral / active EE | $4,771 | $2,603+83.3% | $3,537+34.9% | $3,608+32.2% |
| Admin fee / account holder | $2,837 | $3,057-7.2% | $3,841-26.2% | $5,124-44.6% |