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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 | $61,788 | $94,031-34.3% | $115,768-46.6% | $82,448-25.1% |
| Participation rate | 90.5% | 70.4%+20.1pp | 74.4%+16.1pp | 68.1%+22.4pp |
| Annual return | 14.19% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $957 | $2,323-58.8% | $2,940-67.4% | $2,551-62.5% |
| Participant deferral / active EE | $2,652 | $3,972-33.2% | $4,917-46.1% | $4,139-35.9% |
| Admin fee / account holder | $3,857 | $10,249-62.4% | $12,439-69.0% | $7,234-46.7% |