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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 | $40,663 | $61,390-33.8% | $112,228-63.8% | $75,177-45.9% |
| Participation rate | 77.2% | 61.6%+15.5pp | 72.4%+4.7pp | 67.2%+10.0pp |
| Annual return | 16.65% | 28.47%-11.8pp | 30.23%-13.6pp | 160.75%-144.1pp |
| Employer contribution / active EE | $821 | $2,015-59.2% | $3,432-76.1% | $2,671-69.3% |
| Participant deferral / active EE | $3,732 | $3,108+20.1% | $4,800-22.3% | $4,126-9.6% |
| Admin fee / account holder | $2,229 | $4,862-54.2% | $7,752-71.2% | $5,651-60.6% |