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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 | $32,532 | $64,359-49.5% | $90,161-63.9% | $70,126-53.6% |
| Participation rate | 70.4% | 70.4%-0.1pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 14.61% | 28.13%-13.5pp | 34.89%-20.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $482 | $2,046-76.4% | $3,318-85.5% | $2,343-79.4% |
| Participant deferral / active EE | $2,414 | $4,389-45.0% | $5,287-54.3% | $3,332-27.5% |
| Admin fee / account holder | $506 | $3,945-87.2% | $5,943-91.5% | $4,645-89.1% |