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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 | $27,415 | $56,544-51.5% | $75,501-63.7% | $70,126-60.9% |
| Participation rate | 73.2% | 68.1%+5.1pp | 72.4%+0.8pp | 69.5%+3.6pp |
| Annual return | 14.88% | 23.59%-8.7pp | 27.35%-12.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $511 | $1,817-71.9% | $2,352-78.3% | $2,343-78.2% |
| Participant deferral / active EE | $2,690 | $2,580+4.3% | $3,142-14.4% | $3,332-19.3% |
| Admin fee / account holder | $1,722 | $3,827-55.0% | $5,801-70.3% | $4,645-62.9% |