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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 | $26,063 | $76,551-66.0% | $123,894-79.0% | $62,881-58.6% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 21.25% | 18.68%+2.6pp | 47.52%-26.3pp | 20.14%+1.1pp |
| Employer contribution / active EE | $706 | $2,882-75.5% | $4,617-84.7% | $2,281-69.0% |
| Participant deferral / active EE | $3,371 | $4,840-30.3% | $5,984-43.7% | $3,203+5.3% |
| Admin fee / account holder | $1,650 | $4,826-65.8% | $8,357-80.3% | $4,296-61.6% |