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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 | $62,152 | $81,358-23.6% | $155,556-60.0% | $80,959-23.2% |
| Participation rate | 83.7% | 66.3%+17.4pp | 78.2%+5.4pp | 67.7%+16.0pp |
| Annual return | 17.27% | 33.39%-16.1pp | 64.84%-47.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $550 | $3,106-82.3% | $4,675-88.2% | $2,757-80.0% |
| Participant deferral / active EE | $1,921 | $3,455-44.4% | $5,631-65.9% | $4,300-55.3% |
| Admin fee / account holder | $1,119 | $7,994-86.0% | $15,885-93.0% | $6,925-83.8% |