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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 | $37,032 | $72,607-49.0% | $90,259-59.0% | $87,485-57.7% |
| Participation rate | 75.6% | 64.8%+10.7pp | 70.7%+4.8pp | 68.9%+6.6pp |
| Annual return | 14.33% | 18.59%-4.3pp | 18.88%-4.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $936 | $1,919-51.2% | $2,291-59.1% | $2,596-63.9% |
| Participant deferral / active EE | $1,749 | $3,055-42.7% | $3,827-54.3% | $4,274-59.1% |
| Admin fee / account holder | $3,292 | $5,947-44.6% | $7,267-54.7% | $7,775-57.7% |