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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 | $57,043 | $97,648-41.6% | $121,663-53.1% | $87,485-34.8% |
| Participation rate | 84.8% | 70.5%+14.3pp | 74.5%+10.3pp | 68.9%+15.9pp |
| Annual return | 14.36% | 18.03%-3.7pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $754 | $2,300-67.2% | $3,020-75.0% | $2,596-71.0% |
| Participant deferral / active EE | $2,829 | $3,923-27.9% | $4,887-42.1% | $4,274-33.8% |
| Admin fee / account holder | $3,858 | $11,100-65.2% | $14,289-73.0% | $7,775-50.4% |