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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 | $40,621 | $110,137-63.1% | $161,149-74.8% | $82,637-50.8% |
| Participation rate | 95.8% | 72.4%+23.4pp | 78.8%+16.9pp | 68.1%+27.7pp |
| Annual return | 15.43% | 20.69%-5.3pp | 21.16%-5.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $858 | $2,856-70.0% | $4,360-80.3% | $2,552-66.4% |
| Participant deferral / active EE | $3,361 | $4,575-26.5% | $6,153-45.4% | $4,126-18.5% |
| Admin fee / account holder | $1,452 | $9,467-84.7% | $15,194-90.4% | $7,339-80.2% |