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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 | $37,092 | $54,541-32.0% | $78,778-52.9% | $70,126-47.1% |
| Participation rate | 75.4% | 60.8%+14.6pp | 69.2%+6.2pp | 69.5%+5.8pp |
| Annual return | 15.73% | 21.07%-5.3pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $508 | $1,089-53.3% | $1,986-74.4% | $2,343-78.3% |
| Participant deferral / active EE | $2,127 | $2,210-3.8% | $2,958-28.1% | $3,332-36.2% |
| Admin fee / account holder | $1,388 | $3,709-62.6% | $5,134-73.0% | $4,645-70.1% |