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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 | $32,965 | $60,349-45.4% | $74,184-55.6% | $62,881-47.6% |
| Participation rate | 81.4% | 72.7%+8.7pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 6.73% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,327 | $1,680-21.0% | $2,370-44.0% | $2,281-41.8% |
| Participant deferral / active EE | $2,777 | $2,856-2.8% | $3,550-21.8% | $3,203-13.3% |
| Admin fee / account holder | $3,421 | $4,261-19.7% | $5,586-38.8% | $4,296-20.4% |