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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 | $28,113 | $65,712-57.2% | $57,196-50.8% | $273,972-89.7% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 5.28% | 22.01%-16.7pp | 14.59%-9.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $439 | $3,280-86.6% | $2,683-83.7% | $4,869-91.0% |
| Participant deferral / active EE | $1,475 | $3,782-61.0% | $3,096-52.4% | $5,287-72.1% |
| Admin fee / account holder | $3,437 | $4,838-28.9% | $3,141+9.4% | $10,133-66.1% |