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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 | $56,689 | $76,371-25.8% | $93,621-39.4% | $72,976-22.3% |
| Participation rate | 89.3% | 71.8%+17.5pp | 75.8%+13.5pp | 69.5%+19.8pp |
| Annual return | 21.46% | 25.82%-4.4pp | 32.76%-11.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $761 | $2,276-66.6% | $2,719-72.0% | $2,440-68.8% |
| Participant deferral / active EE | $3,042 | $3,538-14.0% | $4,070-25.2% | $3,608-15.7% |
| Admin fee / account holder | $360 | $6,839-94.7% | $7,890-95.4% | $5,124-93.0% |