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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 | $32,342 | $57,541-43.8% | $95,759-66.2% | $75,177-57.0% |
| Participation rate | 87.5% | 62.5%+25.0pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 14.89% | 34.93%-20.0pp | 28.42%-13.5pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,304 | $1,808-27.9% | $2,836-54.0% | $2,671-51.2% |
| Participant deferral / active EE | $1,489 | $3,074-51.6% | $4,244-64.9% | $4,126-63.9% |
| Admin fee / account holder | $3,287 | $4,099-19.8% | $5,678-42.1% | $5,651-41.8% |