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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 | $45,427 | $78,423-42.1% | $95,964-52.7% | $79,856-43.1% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.64%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $619 | $1,945-68.2% | $2,541-75.6% | $2,471-74.9% |
| Participant deferral / active EE | $2,581 | $3,440-25.0% | $4,167-38.1% | $3,741-31.0% |
| Admin fee / account holder | $1,403 | $5,622-75.0% | $6,797-79.4% | $5,306-73.6% |