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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 | $38,708 | $72,486-46.6% | $87,103-55.6% | $72,976-47.0% |
| Participation rate | 77.5% | 72.8%+4.7pp | 76.9%+0.6pp | 69.5%+8.0pp |
| Annual return | 20.49% | 24.46%-4.0pp | 28.19%-7.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $801 | $1,894-57.7% | $2,521-68.2% | $2,440-67.2% |
| Participant deferral / active EE | $1,862 | $3,270-43.1% | $4,049-54.0% | $3,608-48.4% |
| Admin fee / account holder | $1,070 | $5,055-78.8% | $7,491-85.7% | $5,124-79.1% |