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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 | $38,589 | $81,262-52.5% | $155,602-75.2% | $80,911-52.3% |
| Participation rate | 80.4% | 66.2%+14.2pp | 78.2%+2.2pp | 67.6%+12.8pp |
| Annual return | 11.26% | 33.34%-22.1pp | 64.81%-53.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $472 | $3,102-84.8% | $4,675-89.9% | $2,756-82.9% |
| Participant deferral / active EE | $2,872 | $3,451-16.8% | $5,629-49.0% | $4,297-33.2% |
| Admin fee / account holder | $13,161 | $7,992+64.7% | $15,923-17.3% | $6,935+89.8% |