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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 | $29,290 | $76,367-61.6% | $93,614-68.7% | $72,983-59.9% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 24.92% | 25.82%-0.9pp | 32.76%-7.8pp | 81.01%-56.1pp |
| Employer contribution / active EE | $504 | $2,275-77.9% | $2,718-81.5% | $2,440-79.4% |
| Participant deferral / active EE | $1,427 | $3,538-59.7% | $4,069-64.9% | $3,608-60.5% |
| Admin fee / account holder | $2,234 | $6,838-67.3% | $7,889-71.7% | $5,124-56.4% |