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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 | $34,425 | $72,486-52.5% | $87,103-60.5% | $72,976-52.8% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 16.92% | 24.46%-7.5pp | 28.19%-11.3pp | 81.02%-64.1pp |
| Employer contribution / active EE | $1,040 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $2,077 | $3,270-36.5% | $4,049-48.7% | $3,608-42.4% |
| Admin fee / account holder | $1,060 | $5,055-79.0% | $7,491-85.9% | $5,124-79.3% |