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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 | $28,956 | $53,774-46.2% | $134,162-78.4% | $79,852-63.7% |
| Participation rate | 95.6% | 58.8%+36.8pp | 72.2%+23.4pp | 69.6%+25.9pp |
| Annual return | 10.60% | 19.01%-8.4pp | 36.35%-25.7pp | 31.72%-21.1pp |
| Employer contribution / active EE | $460 | $1,322-65.2% | $3,705-87.6% | $2,471-81.4% |
| Participant deferral / active EE | $1,639 | $2,420-32.3% | $3,500-53.2% | $3,740-56.2% |
| Admin fee / account holder | $3,200 | $3,985-19.7% | $6,685-52.1% | $5,306-39.7% |