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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 | $19,854 | $53,774-63.1% | $134,162-85.2% | $79,856-75.1% |
| Participation rate | 73.5% | 58.8%+14.8pp | 72.2%+1.3pp | 69.6%+3.9pp |
| Annual return | 14.91% | 19.01%-4.1pp | 36.35%-21.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $863 | $1,322-34.7% | $3,705-76.7% | $2,471-65.1% |
| Participant deferral / active EE | $1,632 | $2,420-32.6% | $3,500-53.4% | $3,741-56.4% |
| Admin fee / account holder | $1,530 | $3,985-61.6% | $6,685-77.1% | $5,306-71.2% |