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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 | $25,572 | $62,672-59.2% | $185,117-86.2% | $70,126-63.5% |
| Participation rate | 73.1% | 63.8%+9.3pp | 77.3%-4.1pp | 69.5%+3.6pp |
| Annual return | 17.59% | 40.79%-23.2pp | 40.50%-22.9pp | 73.15%-55.6pp |
| Employer contribution / active EE | $674 | $1,753-61.6% | $4,182-83.9% | $2,343-71.2% |
| Participant deferral / active EE | $1,941 | $3,272-40.7% | $5,045-61.5% | $3,332-41.7% |
| Admin fee / account holder | $1,261 | $3,932-67.9% | $8,159-84.5% | $4,645-72.9% |