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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 | $28,824 | $54,541-47.2% | $78,778-63.4% | $70,126-58.9% |
| Participation rate | 77.8% | 60.8%+17.0pp | 69.2%+8.6pp | 69.5%+8.2pp |
| Annual return | 12.77% | 21.07%-8.3pp | 35.62%-22.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $997 | $1,089-8.4% | $1,986-49.8% | $2,343-57.5% |
| Participant deferral / active EE | $1,394 | $2,210-36.9% | $2,958-52.9% | $3,332-58.2% |
| Admin fee / account holder | $607 | $3,709-83.6% | $5,134-88.2% | $4,645-86.9% |