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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 | $28,274 | $88,707-68.1% | $74,184-61.9% | $273,972-89.7% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.6%+5.7pp | 83.0%-0.7pp |
| Annual return | 5.60% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $897 | $3,159-71.6% | $2,370-62.2% | $4,869-81.6% |
| Participant deferral / active EE | $1,828 | $4,212-56.6% | $3,550-48.5% | $5,287-65.4% |
| Admin fee / account holder | $744 | $8,717-91.5% | $5,586-86.7% | $10,133-92.7% |