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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 | $28,543 | $73,787-61.3% | $98,716-71.1% | $82,448-65.4% |
| Participation rate | 78.9% | 61.4%+17.5pp | 69.3%+9.6pp | 68.1%+10.8pp |
| Annual return | 19.08% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $832 | $1,511-44.9% | $2,279-63.5% | $2,551-67.4% |
| Participant deferral / active EE | $1,701 | $3,081-44.8% | $4,048-58.0% | $4,139-58.9% |
| Admin fee / account holder | $1,202 | $6,500-81.5% | $8,703-86.2% | $7,234-83.4% |