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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 | $50,068 | $83,485-40.0% | $125,195-60.0% | $72,976-31.4% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 21.58% | 25.77%-4.2pp | 43.79%-22.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $980 | $2,346-58.2% | $3,866-74.7% | $2,440-59.9% |
| Participant deferral / active EE | $2,899 | $3,586-19.2% | $4,937-41.3% | $3,608-19.7% |
| Admin fee / account holder | $1,885 | $5,518-65.8% | $9,704-80.6% | $5,124-63.2% |