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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 | $36,575 | $54,757-33.2% | $90,300-59.5% | $72,983-49.9% |
| Participation rate | 86.5% | 65.1%+21.4pp | 73.3%+13.3pp | 69.5%+17.1pp |
| Annual return | 20.37% | 30.63%-10.3pp | 78.11%-57.7pp | 81.01%-60.6pp |
| Employer contribution / active EE | $519 | $2,092-75.2% | $2,854-81.8% | $2,440-78.7% |
| Participant deferral / active EE | $3,713 | $2,887+28.6% | $3,884-4.4% | $3,608+2.9% |
| Admin fee / account holder | $1,732 | $3,972-56.4% | $5,353-67.7% | $5,124-66.2% |