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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 | $58,562 | $61,390-4.6% | $112,228-47.8% | $75,177-22.1% |
| Participation rate | 85.2% | 61.6%+23.5pp | 72.4%+12.8pp | 67.2%+18.0pp |
| Annual return | 13.50% | 28.47%-15.0pp | 30.23%-16.7pp | 160.75%-147.2pp |
| Employer contribution / active EE | $851 | $2,015-57.7% | $3,432-75.2% | $2,671-68.1% |
| Participant deferral / active EE | $2,513 | $3,108-19.1% | $4,800-47.6% | $4,126-39.1% |
| Admin fee / account holder | $712 | $4,862-85.4% | $7,752-90.8% | $5,651-87.4% |