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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 | $37,070 | $74,535-50.3% | $100,712-63.2% | $82,637-55.1% |
| Participation rate | 79.7% | 61.2%+18.5pp | 69.3%+10.4pp | 68.1%+11.6pp |
| Annual return | 22.24% | 18.92%+3.3pp | 33.27%-11.0pp | 53.51%-31.3pp |
| Employer contribution / active EE | $541 | $1,503-64.0% | $2,313-76.6% | $2,552-78.8% |
| Participant deferral / active EE | $4,212 | $3,074+37.0% | $4,085+3.1% | $4,126+2.1% |
| Admin fee / account holder | $2,406 | $6,576-63.4% | $9,256-74.0% | $7,339-67.2% |