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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 | $33,632 | $67,411-50.1% | $91,004-63.0% | $70,124-52.0% |
| Participation rate | 83.6% | 71.4%+12.2pp | 75.6%+8.0pp | 69.5%+14.0pp |
| Annual return | 14.41% | -40.16%+54.6pp | 4.60%+9.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,233 | $1,786-31.0% | $2,456-49.8% | $2,342-47.4% |
| Participant deferral / active EE | $2,258 | $2,823-20.0% | $3,548-36.4% | $3,332-32.2% |
| Admin fee / account holder | $1,755 | $4,236-58.6% | $5,417-67.6% | $4,645-62.2% |