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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 | $29,558 | $78,690-62.4% | $161,489-81.7% | $87,485-66.2% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 14.48% | 32.74%-18.3pp | 89.72%-75.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $741 | $2,588-71.4% | $4,268-82.6% | $2,596-71.4% |
| Participant deferral / active EE | $3,281 | $3,311-0.9% | $5,630-41.7% | $4,274-23.2% |
| Admin fee / account holder | $3,306 | $6,724-50.8% | $16,006-79.3% | $7,775-57.5% |