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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 | $21,522 | $54,541-60.5% | $78,778-72.7% | $70,126-69.3% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 20.96% | 21.07%-0.1pp | 35.62%-14.7pp | 73.15%-52.2pp |
| Employer contribution / active EE | $860 | $1,089-21.0% | $1,986-56.7% | $2,343-63.3% |
| Participant deferral / active EE | $1,561 | $2,210-29.4% | $2,958-47.2% | $3,332-53.1% |
| Admin fee / account holder | $331 | $3,709-91.1% | $5,134-93.6% | $4,645-92.9% |