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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 | $33,436 | $50,554-33.9% | $67,681-50.6% | $87,485-61.8% |
| Participation rate | 72.1% | 67.7%+4.4pp | 73.7%-1.6pp | 68.9%+3.2pp |
| Annual return | 10.88% | 17.81%-6.9pp | 590.58%-579.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $704 | $1,988-64.6% | $2,678-73.7% | $2,596-72.9% |
| Participant deferral / active EE | $1,492 | $2,961-49.6% | $3,976-62.5% | $4,274-65.1% |
| Admin fee / account holder | $2,548 | $4,132-38.3% | $6,100-58.2% | $7,775-67.2% |