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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 | $36,997 | $65,712-43.7% | $57,196-35.3% | $273,972-86.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 7.39% | 22.01%-14.6pp | 14.59%-7.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $583 | $3,280-82.2% | $2,683-78.3% | $4,869-88.0% |
| Participant deferral / active EE | $1,078 | $3,782-71.5% | $3,096-65.2% | $5,287-79.6% |
| Admin fee / account holder | $3,469 | $4,838-28.3% | $3,141+10.5% | $10,133-65.8% |