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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 | $47,835 | $65,364-26.8% | $92,909-48.5% | $72,975-34.5% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 21.91% | 42.11%-20.2pp | 109.44%-87.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $870 | $2,594-66.5% | $3,653-76.2% | $2,440-64.3% |
| Participant deferral / active EE | $2,526 | $3,128-19.3% | $4,238-40.4% | $3,608-30.0% |
| Admin fee / account holder | $1,377 | $4,251-67.6% | $5,795-76.2% | $5,124-73.1% |