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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 | $53,418 | $54,541-2.1% | $78,778-32.2% | $70,126-23.8% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 16.88% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.3pp |
| Employer contribution / active EE | $655 | $1,089-39.8% | $1,986-67.0% | $2,343-72.0% |
| Participant deferral / active EE | $1,437 | $2,210-35.0% | $2,958-51.4% | $3,332-56.9% |
| Admin fee / account holder | $1,294 | $3,709-65.1% | $5,134-74.8% | $4,645-72.1% |