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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 | $41,756 | $153,311-72.8% | $109,313-61.8% | $273,972-84.8% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 6.70% | 29.86%-23.2pp | 22.07%-15.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $552 | $5,619-90.2% | $3,892-85.8% | $4,869-88.7% |
| Participant deferral / active EE | $1,272 | $3,932-67.6% | $3,166-59.8% | $5,287-75.9% |
| Admin fee / account holder | $2,305 | $8,076-71.5% | $5,666-59.3% | $10,133-77.3% |