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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 | $115,931-65.0% | $185,441-78.1% | $86,983-53.3% |
| Participation rate | 95.8% | 73.6%+22.2pp | 80.3%+15.5pp | 69.5%+26.2pp |
| Annual return | 15.43% | 21.47%-6.0pp | 20.16%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $858 | $2,937-70.8% | $4,672-81.6% | $2,584-66.8% |
| Participant deferral / active EE | $3,361 | $4,551-26.1% | $6,152-45.4% | $4,194-19.8% |
| Admin fee / account holder | $1,452 | $10,687-86.4% | $17,890-91.9% | $7,856-81.5% |