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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 | $39,231 | $56,544-30.6% | $75,501-48.0% | $70,126-44.1% |
| Participation rate | 79.5% | 68.1%+11.4pp | 72.4%+7.2pp | 69.5%+10.0pp |
| Annual return | 14.58% | 23.59%-9.0pp | 27.35%-12.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $350 | $1,817-80.7% | $2,352-85.1% | $2,343-85.1% |
| Participant deferral / active EE | $2,204 | $2,580-14.6% | $3,142-29.9% | $3,332-33.8% |
| Admin fee / account holder | $2,155 | $3,827-43.7% | $5,801-62.9% | $4,645-53.6% |