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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 | $57,827 | $72,486-20.2% | $87,103-33.6% | $72,976-20.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 22.97% | 24.46%-1.5pp | 28.19%-5.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $799 | $1,894-57.8% | $2,521-68.3% | $2,440-67.3% |
| Participant deferral / active EE | $1,871 | $3,270-42.8% | $4,049-53.8% | $3,608-48.1% |
| Admin fee / account holder | $1,313 | $5,055-74.0% | $7,491-82.5% | $5,124-74.4% |