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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 | $50,422 | $71,215-29.2% | $93,696-46.2% | $80,935-37.7% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.7%+2.3pp |
| Annual return | 13.18% | 11.27%+1.9pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $895 | $1,565-42.8% | $2,422-63.0% | $2,757-67.5% |
| Participant deferral / active EE | $2,025 | $4,037-49.8% | $4,417-54.1% | $4,299-52.9% |
| Admin fee / account holder | $3,500 | $6,958-49.7% | $8,287-57.8% | $6,924-49.5% |