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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 | $38,673 | $86,050-55.1% | $189,758-79.6% | $94,015-58.9% |
| Participation rate | 73.1% | 68.9%+4.2pp | 79.8%-6.7pp | 70.8%+2.3pp |
| Annual return | 12.78% | 17.77%-5.0pp | 52.62%-39.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $660 | $2,819-76.6% | $4,767-86.2% | $2,790-76.3% |
| Participant deferral / active EE | $2,268 | $3,349-32.3% | $5,856-61.3% | $4,249-46.6% |
| Admin fee / account holder | $5,398 | $6,627-18.5% | $20,388-73.5% | $8,951-39.7% |