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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 | $65,062 | $86,050-24.4% | $189,758-65.7% | $94,015-30.8% |
| Participation rate | 86.5% | 68.9%+17.6pp | 79.8%+6.7pp | 70.8%+15.7pp |
| Annual return | 14.81% | 17.77%-3.0pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $786 | $2,819-72.1% | $4,767-83.5% | $2,790-71.8% |
| Participant deferral / active EE | $1,193 | $3,349-64.4% | $5,856-79.6% | $4,249-71.9% |
| Admin fee / account holder | $1,301 | $6,627-80.4% | $20,388-93.6% | $8,951-85.5% |