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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 | $43,373 | $67,411-35.7% | $91,004-52.3% | $70,126-38.1% |
| Participation rate | 79.5% | 71.4%+8.2pp | 75.6%+3.9pp | 69.5%+10.0pp |
| Annual return | 12.72% | -40.16%+52.9pp | 4.60%+8.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $687 | $1,786-61.5% | $2,456-72.0% | $2,343-70.7% |
| Participant deferral / active EE | $1,244 | $2,823-55.9% | $3,548-64.9% | $3,332-62.7% |
| Admin fee / account holder | $786 | $4,236-81.4% | $5,417-85.5% | $4,645-83.1% |