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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 | $25,175 | $73,978-66.0% | $96,515-73.9% | $75,173-66.5% |
| Participation rate | 70.0% | 66.4%+3.6pp | 74.3%-4.3pp | 67.2%+2.8pp |
| Annual return | 14.76% | 26.72%-12.0pp | 35.73%-21.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $828 | $2,931-71.7% | $3,740-77.8% | $2,671-69.0% |
| Participant deferral / active EE | $2,933 | $3,660-19.9% | $4,880-39.9% | $4,126-28.9% |
| Admin fee / account holder | $3,233 | $5,219-38.1% | $6,735-52.0% | $5,651-42.8% |