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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 | $34,010 | $58,493-41.9% | $84,021-59.5% | $72,975-53.4% |
| Participation rate | 78.1% | 61.2%+16.9pp | 69.0%+9.1pp | 69.5%+8.6pp |
| Annual return | 18.53% | 28.93%-10.4pp | 71.32%-52.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $337 | $1,163-71.0% | $1,984-83.0% | $2,440-86.2% |
| Participant deferral / active EE | $2,130 | $2,394-11.0% | $3,239-34.3% | $3,608-41.0% |
| Admin fee / account holder | $4,054 | $4,569-11.3% | $6,102-33.6% | $5,124-20.9% |