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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 | $37,623 | $81,233-53.7% | $155,567-75.8% | $80,874-53.5% |
| Participation rate | 79.6% | 66.2%+13.4pp | 78.2%+1.4pp | 67.6%+12.0pp |
| Annual return | 15.94% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,597 | $3,101-48.5% | $4,674-65.8% | $2,756-42.0% |
| Participant deferral / active EE | $2,737 | $3,452-20.7% | $5,628-51.4% | $4,297-36.3% |
| Admin fee / account holder | $985 | $7,998-87.7% | $15,916-93.8% | $6,935-85.8% |