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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 | $32,092 | $76,407-58.0% | $150,298-78.6% | $82,448-61.1% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 18.07% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $588 | $2,614-77.5% | $4,154-85.8% | $2,551-76.9% |
| Participant deferral / active EE | $2,833 | $3,214-11.9% | $5,453-48.0% | $4,139-31.6% |
| Admin fee / account holder | $1,223 | $6,352-80.7% | $14,116-91.3% | $7,234-83.1% |