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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 | $32,346 | $54,541-40.7% | $78,778-58.9% | $70,124-53.9% |
| Participation rate | 81.0% | 60.8%+20.2pp | 69.2%+11.8pp | 69.5%+11.5pp |
| Annual return | 19.67% | 21.07%-1.4pp | 35.62%-15.9pp | 73.14%-53.5pp |
| Employer contribution / active EE | $277 | $1,089-74.6% | $1,986-86.1% | $2,342-88.2% |
| Participant deferral / active EE | $1,384 | $2,210-37.4% | $2,958-53.2% | $3,332-58.4% |
| Admin fee / account holder | $815 | $3,709-78.0% | $5,134-84.1% | $4,645-82.4% |