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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 | $27,779 | $54,757-49.3% | $90,300-69.2% | $72,983-61.9% |
| Participation rate | 86.5% | 65.1%+21.4pp | 73.3%+13.3pp | 69.5%+17.1pp |
| Annual return | 24.16% | 30.63%-6.5pp | 78.11%-54.0pp | 81.01%-56.8pp |
| Employer contribution / active EE | $729 | $2,092-65.2% | $2,854-74.5% | $2,440-70.1% |
| Participant deferral / active EE | $1,748 | $2,887-39.4% | $3,884-55.0% | $3,608-51.5% |
| Admin fee / account holder | $1,900 | $3,972-52.2% | $5,353-64.5% | $5,124-62.9% |