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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 | $28,874 | $67,602-57.3% | $82,312-64.9% | $70,126-58.8% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 14.67% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $695 | $1,755-60.4% | $2,428-71.4% | $2,343-70.3% |
| Participant deferral / active EE | $1,632 | $2,987-45.4% | $3,706-56.0% | $3,332-51.0% |
| Admin fee / account holder | $436 | $4,512-90.3% | $5,608-92.2% | $4,645-90.6% |