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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 | $31,459 | $58,493-46.2% | $84,021-62.6% | $72,975-56.9% |
| Participation rate | 75.3% | 61.2%+14.1pp | 69.0%+6.3pp | 69.5%+5.9pp |
| Annual return | 25.86% | 28.93%-3.1pp | 71.32%-45.5pp | 81.01%-55.2pp |
| Employer contribution / active EE | $873 | $1,163-24.9% | $1,984-56.0% | $2,440-64.2% |
| Participant deferral / active EE | $1,739 | $2,394-27.4% | $3,239-46.3% | $3,608-51.8% |
| Admin fee / account holder | $2,083 | $4,569-54.4% | $6,102-65.9% | $5,124-59.4% |