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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 | $9,623 | $58,627-83.6% | $76,735-87.5% | $82,448-88.3% |
| Participation rate | 74.7% | 63.2%+11.4pp | 69.5%+5.2pp | 68.1%+6.6pp |
| Annual return | 22.49% | 39.10%-16.6pp | 29.77%-7.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $899 | $1,729-48.0% | $2,454-63.4% | $2,551-64.8% |
| Participant deferral / active EE | $2,308 | $3,134-26.4% | $4,088-43.6% | $4,139-44.3% |
| Admin fee / account holder | $2,825 | $5,323-46.9% | $7,189-60.7% | $7,234-60.9% |