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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 | $24,584 | $46,877-47.6% | $122,354-79.9% | $70,126-64.9% |
| Participation rate | 83.5% | 58.2%+25.3pp | 71.6%+11.9pp | 69.5%+14.0pp |
| Annual return | 16.45% | 24.22%-7.8pp | 30.28%-13.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $971 | $1,288-24.6% | $4,051-76.0% | $2,343-58.5% |
| Participant deferral / active EE | $1,769 | $2,167-18.4% | $3,287-46.2% | $3,332-46.9% |
| Admin fee / account holder | $371 | $3,324-88.8% | $5,479-93.2% | $4,645-92.0% |