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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 | $27,082 | $45,041-39.9% | $63,003-57.0% | $70,131-61.4% |
| Participation rate | 92.0% | 69.5%+22.5pp | 74.8%+17.2pp | 69.5%+22.5pp |
| Annual return | 13.90% | 18.76%-4.9pp | 87.59%-73.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $826 | $2,052-59.8% | $2,760-70.1% | $2,342-64.8% |
| Participant deferral / active EE | $1,524 | $2,465-38.2% | $3,329-54.2% | $3,332-54.3% |
| Admin fee / account holder | $1,721 | $2,836-39.3% | $3,600-52.2% | $4,645-63.0% |