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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 | $25,093 | $48,078-47.8% | $78,676-68.1% | $62,881-60.1% |
| Participation rate | 73.6% | 65.2%+8.4pp | 73.6%0pp | 69.3%+4.3pp |
| Annual return | 5.20% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $897 | $2,015-55.5% | $2,850-68.5% | $2,281-60.7% |
| Participant deferral / active EE | $1,550 | $2,587-40.1% | $3,517-55.9% | $3,203-51.6% |
| Admin fee / account holder | $2,585 | $3,206-19.4% | $4,510-42.7% | $4,296-39.8% |