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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 | $35,633 | $65,041-45.2% | $90,965-60.8% | $79,858-55.4% |
| Participation rate | 81.0% | 61.6%+19.3pp | 69.0%+11.9pp | 69.6%+11.3pp |
| Annual return | 16.15% | 30.45%-14.3pp | 134.57%-118.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,013 | $1,247-18.8% | $2,122-52.3% | $2,471-59.0% |
| Participant deferral / active EE | $2,972 | $2,512+18.3% | $3,373-11.9% | $3,740-20.5% |
| Admin fee / account holder | $2,819 | $4,536-37.8% | $5,960-52.7% | $5,306-46.9% |