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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 | $38,233 | $76,371-49.9% | $93,621-59.2% | $72,976-47.6% |
| Participation rate | 81.4% | 71.8%+9.6pp | 75.8%+5.6pp | 69.5%+11.9pp |
| Annual return | 17.64% | 25.82%-8.2pp | 32.76%-15.1pp | 81.02%-63.4pp |
| Employer contribution / active EE | $497 | $2,276-78.2% | $2,719-81.7% | $2,440-79.6% |
| Participant deferral / active EE | $2,208 | $3,538-37.6% | $4,070-45.7% | $3,608-38.8% |
| Admin fee / account holder | $3,383 | $6,839-50.5% | $7,890-57.1% | $5,124-34.0% |