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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 | $32,883 | $99,345-66.9% | $84,753-61.2% | $273,972-88.0% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 2.85% | 22.93%-20.1pp | 22.78%-19.9pp | 41.46%-38.6pp |
| Employer contribution / active EE | $906 | $4,214-78.5% | $3,574-74.6% | $4,869-81.4% |
| Participant deferral / active EE | $2,015 | $4,270-52.8% | $3,712-45.7% | $5,287-61.9% |
| Admin fee / account holder | $625 | $6,645-90.6% | $5,333-88.3% | $10,133-93.8% |