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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 | $67,894-45.5% | $89,340-58.5% | $82,448-55.1% |
| Participation rate | 75.6% | 64.0%+11.5pp | 69.6%+6.0pp | 68.1%+7.5pp |
| Annual return | 14.33% | 19.21%-4.9pp | 20.57%-6.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $936 | $1,828-48.8% | $2,231-58.1% | $2,551-63.3% |
| Participant deferral / active EE | $1,749 | $3,072-43.1% | $3,823-54.2% | $4,139-57.7% |
| Admin fee / account holder | $3,292 | $5,723-42.5% | $6,704-50.9% | $7,234-54.5% |