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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 | $46,665 | $76,371-38.9% | $93,621-50.2% | $72,975-36.1% |
| Participation rate | 94.3% | 71.8%+22.6pp | 75.8%+18.5pp | 69.5%+24.9pp |
| Annual return | 21.12% | 25.82%-4.7pp | 32.76%-11.6pp | 81.01%-59.9pp |
| Employer contribution / active EE | $636 | $2,276-72.0% | $2,719-76.6% | $2,440-73.9% |
| Participant deferral / active EE | $2,101 | $3,538-40.6% | $4,070-48.4% | $3,608-41.8% |
| Admin fee / account holder | $3,507 | $6,839-48.7% | $7,890-55.5% | $5,124-31.6% |