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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 | $30,001 | $78,428-61.7% | $95,960-68.7% | $79,852-62.4% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 12.63% | 19.37%-6.7pp | 91.63%-79.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $910 | $1,945-53.2% | $2,541-64.2% | $2,471-63.2% |
| Participant deferral / active EE | $3,272 | $3,440-4.9% | $4,167-21.5% | $3,740-12.5% |
| Admin fee / account holder | $4,719 | $5,622-16.1% | $6,797-30.6% | $5,306-11.1% |