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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 | $31,864 | $45,087-29.3% | $69,483-54.1% | $72,976-56.3% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 14.68% | 22.67%-8.0pp | 28.99%-14.3pp | 81.02%-66.3pp |
| Employer contribution / active EE | $957 | $2,055-53.5% | $2,780-65.6% | $2,440-60.8% |
| Participant deferral / active EE | $7,822 | $2,603+200.5% | $3,537+121.2% | $3,608+116.8% |
| Admin fee / account holder | $1,502 | $3,057-50.9% | $3,841-60.9% | $5,124-70.7% |