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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 | $38,787 | $56,544-31.4% | $75,501-48.6% | $70,126-44.7% |
| Participation rate | 84.6% | 68.1%+16.5pp | 72.4%+12.3pp | 69.5%+15.1pp |
| Annual return | 13.57% | 23.59%-10.0pp | 27.35%-13.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $985 | $1,817-45.8% | $2,352-58.1% | $2,343-57.9% |
| Participant deferral / active EE | $2,313 | $2,580-10.3% | $3,142-26.4% | $3,332-30.6% |
| Admin fee / account holder | $1,870 | $3,827-51.1% | $5,801-67.8% | $4,645-59.7% |