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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 | $25,390 | $37,446-32.2% | $77,552-67.3% | $79,856-68.2% |
| Participation rate | 78.1% | 41.5%+36.6pp | 54.2%+23.9pp | 69.6%+8.4pp |
| Annual return | 29.22% | 39.76%-10.5pp | 54.82%-25.6pp | 31.71%-2.5pp |
| Employer contribution / active EE | $713 | $637+11.9% | $987-27.7% | $2,471-71.1% |
| Participant deferral / active EE | $2,039 | $1,261+61.7% | $1,861+9.6% | $3,741-45.5% |
| Admin fee / account holder | $850 | $2,506-66.1% | $2,859-70.3% | $5,306-84.0% |