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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 | $32,512 | $46,877-30.6% | $122,342-73.4% | $70,131-53.6% |
| Participation rate | 72.5% | 58.2%+14.3pp | 71.6%+0.9pp | 69.5%+3.0pp |
| Annual return | 18.45% | 24.22%-5.8pp | 30.28%-11.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $236 | $1,288-81.7% | $4,051-94.2% | $2,342-89.9% |
| Participant deferral / active EE | $2,064 | $2,167-4.8% | $3,287-37.2% | $3,332-38.0% |
| Admin fee / account holder | $829 | $3,324-75.1% | $5,478-84.9% | $4,645-82.1% |