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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 | $29,157 | $72,486-59.8% | $87,103-66.5% | $72,976-60.0% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 18.90% | 24.46%-5.6pp | 28.19%-9.3pp | 81.02%-62.1pp |
| Employer contribution / active EE | $698 | $1,894-63.1% | $2,521-72.3% | $2,440-71.4% |
| Participant deferral / active EE | $2,759 | $3,270-15.6% | $4,049-31.9% | $3,608-23.5% |
| Admin fee / account holder | $9,528 | $5,055+88.5% | $7,491+27.2% | $5,124+85.9% |