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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 | $26,778 | $49,249-45.6% | $70,476-62.0% | $79,852-66.5% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 21.48% | 30.09%-8.6pp | 109.12%-87.6pp | 31.72%-10.2pp |
| Employer contribution / active EE | $690 | $2,100-67.2% | $2,738-74.8% | $2,471-72.1% |
| Participant deferral / active EE | $1,814 | $2,769-34.5% | $3,710-51.1% | $3,740-51.5% |
| Admin fee / account holder | $3,505 | $2,878+21.8% | $3,847-8.9% | $5,306-34.0% |