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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 | $34,830 | $48,364-28.0% | $71,796-51.5% | $62,881-44.6% |
| Participation rate | 74.4% | 60.6%+13.8pp | 69.1%+5.3pp | 69.3%+5.1pp |
| Annual return | 8.01% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $247 | $1,042-76.3% | $1,924-87.2% | $2,281-89.2% |
| Participant deferral / active EE | $1,330 | $2,091-36.4% | $2,794-52.4% | $3,203-58.5% |
| Admin fee / account holder | $1,225 | $3,771-67.5% | $4,815-74.6% | $4,296-71.5% |