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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 | $22,059 | $43,075-48.8% | $74,577-70.4% | $62,881-64.9% |
| Participation rate | 76.9% | 58.1%+18.9pp | 68.1%+8.8pp | 69.3%+7.6pp |
| Annual return | 11.22% | 17.50%-6.3pp | 20.47%-9.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $290 | $1,498-80.7% | $2,525-88.5% | $2,281-87.3% |
| Participant deferral / active EE | $1,560 | $2,389-34.7% | $3,458-54.9% | $3,203-51.3% |
| Admin fee / account holder | $1,906 | $2,840-32.9% | $4,138-53.9% | $4,296-55.6% |