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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 | $42,692 | $52,580-18.8% | $71,671-40.4% | $70,126-39.1% |
| Participation rate | 72.4% | 60.9%+11.5pp | 68.7%+3.7pp | 69.5%+2.9pp |
| Annual return | 26.29% | 20.25%+6.0pp | 20.65%+5.6pp | 73.15%-46.9pp |
| Employer contribution / active EE | $736 | $1,616-54.4% | $2,460-70.1% | $2,343-68.6% |
| Participant deferral / active EE | $869 | $2,386-63.6% | $3,438-74.7% | $3,332-73.9% |
| Admin fee / account holder | $487 | $3,653-86.7% | $5,558-91.2% | $4,645-89.5% |