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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 | $34,296 | $72,492-52.7% | $87,104-60.6% | $72,975-53.0% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 19.83% | 24.46%-4.6pp | 28.19%-8.4pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,176 | $1,894-37.9% | $2,521-53.4% | $2,440-51.8% |
| Participant deferral / active EE | $2,918 | $3,270-10.7% | $4,048-27.9% | $3,608-19.1% |
| Admin fee / account holder | $1,192 | $5,055-76.4% | $7,491-84.1% | $5,124-76.7% |