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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 | $41,222 | $81,276-49.3% | $155,574-73.5% | $80,925-49.1% |
| Participation rate | 71.2% | 66.2%+5.0pp | 78.2%-7.0pp | 67.7%+3.6pp |
| Annual return | 13.33% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $767 | $3,103-75.3% | $4,676-83.6% | $2,756-72.2% |
| Participant deferral / active EE | $2,177 | $3,453-37.0% | $5,629-61.3% | $4,299-49.4% |
| Admin fee / account holder | $1,807 | $7,993-77.4% | $15,914-88.6% | $6,940-74.0% |