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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 | $29,836 | $47,848-37.6% | $81,473-63.4% | $70,126-57.5% |
| Participation rate | 73.9% | 58.3%+15.6pp | 68.0%+6.0pp | 69.5%+4.4pp |
| Annual return | 17.89% | 27.25%-9.4pp | 38.78%-20.9pp | 73.15%-55.3pp |
| Employer contribution / active EE | $461 | $1,527-69.8% | $2,568-82.0% | $2,343-80.3% |
| Participant deferral / active EE | $2,118 | $2,453-13.7% | $3,537-40.1% | $3,332-36.4% |
| Admin fee / account holder | $3,247 | $3,145+3.3% | $4,561-28.8% | $4,645-30.1% |