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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 | $42,011 | $37,156+13.1% | $83,854-49.9% | $86,983-51.7% |
| Participation rate | 77.5% | 49.1%+28.4pp | 59.1%+18.4pp | 69.5%+7.9pp |
| Annual return | 15.09% | 29.88%-14.8pp | 31.39%-16.3pp | 25.83%-10.7pp |
| Employer contribution / active EE | $245 | $661-62.9% | $1,017-75.9% | $2,584-90.5% |
| Participant deferral / active EE | $1,235 | $1,418-12.9% | $2,035-39.3% | $4,194-70.5% |
| Admin fee / account holder | $833 | $2,510-66.8% | $3,197-73.9% | $7,856-89.4% |