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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 | $25,471 | $88,707-71.3% | $74,184-65.7% | $273,972-90.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 13.09% | 11.94%+1.2pp | 17.74%-4.6pp | 41.46%-28.4pp |
| Employer contribution / active EE | $772 | $3,159-75.5% | $2,370-67.4% | $4,869-84.1% |
| Participant deferral / active EE | $2,593 | $4,212-38.4% | $3,550-27.0% | $5,287-51.0% |
| Admin fee / account holder | $2,899 | $8,717-66.7% | $5,586-48.1% | $10,133-71.4% |