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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 | $43,050 | $55,684-22.7% | $75,900-43.3% | $72,976-41.0% |
| Participation rate | 94.4% | 61.1%+33.3pp | 69.3%+25.2pp | 69.5%+25.0pp |
| Annual return | 18.56% | 27.60%-9.0pp | 30.73%-12.2pp | 81.02%-62.5pp |
| Employer contribution / active EE | $650 | $1,687-61.5% | $2,501-74.0% | $2,440-73.4% |
| Participant deferral / active EE | $2,007 | $2,634-23.8% | $3,604-44.3% | $3,608-44.4% |
| Admin fee / account holder | $2,962 | $3,981-25.6% | $5,421-45.4% | $5,124-42.2% |