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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 | $33,840 | $45,087-24.9% | $69,483-51.3% | $72,976-53.6% |
| Participation rate | 91.9% | 68.5%+23.4pp | 74.6%+17.3pp | 69.5%+22.4pp |
| Annual return | 17.68% | 22.67%-5.0pp | 28.99%-11.3pp | 81.02%-63.3pp |
| Employer contribution / active EE | $783 | $2,055-61.9% | $2,780-71.8% | $2,440-67.9% |
| Participant deferral / active EE | $2,367 | $2,603-9.1% | $3,537-33.1% | $3,608-34.4% |
| Admin fee / account holder | $1,155 | $3,057-62.2% | $3,841-69.9% | $5,124-77.5% |