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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 | $57,472 | $65,034-11.6% | $90,970-36.8% | $79,856-28.0% |
| Participation rate | 81.0% | 61.6%+19.4pp | 69.0%+12.0pp | 69.6%+11.4pp |
| Annual return | 12.20% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $529 | $1,247-57.6% | $2,122-75.1% | $2,471-78.6% |
| Participant deferral / active EE | $2,255 | $2,512-10.2% | $3,373-33.1% | $3,741-39.7% |
| Admin fee / account holder | $318 | $4,536-93.0% | $5,961-94.7% | $5,306-94.0% |