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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 | $37,344 | $67,602-44.8% | $82,312-54.6% | $70,126-46.7% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 16.07% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $460 | $1,755-73.8% | $2,428-81.0% | $2,343-80.3% |
| Participant deferral / active EE | $2,470 | $2,987-17.3% | $3,706-33.4% | $3,332-25.9% |
| Admin fee / account holder | $490 | $4,512-89.1% | $5,608-91.3% | $4,645-89.5% |