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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 | $32,175 | $45,041-28.6% | $63,003-48.9% | $70,131-54.1% |
| Participation rate | 76.6% | 69.5%+7.1pp | 74.8%+1.8pp | 69.5%+7.1pp |
| Annual return | 18.01% | 18.76%-0.7pp | 87.59%-69.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $909 | $2,052-55.7% | $2,760-67.1% | $2,342-61.2% |
| Participant deferral / active EE | $850 | $2,465-65.5% | $3,329-74.5% | $3,332-74.5% |
| Admin fee / account holder | $2,314 | $2,836-18.4% | $3,600-35.7% | $4,645-50.2% |