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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 | $42,151 | $65,027-35.2% | $90,970-53.7% | $79,852-47.2% |
| Participation rate | 71.2% | 61.6%+9.6pp | 69.0%+2.2pp | 69.6%+1.6pp |
| Annual return | 16.58% | 30.45%-13.9pp | 134.58%-118.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $669 | $1,247-46.4% | $2,122-68.5% | $2,471-72.9% |
| Participant deferral / active EE | $3,391 | $2,512+35.0% | $3,373+0.5% | $3,740-9.3% |
| Admin fee / account holder | $1,169 | $4,535-74.2% | $5,960-80.4% | $5,306-78.0% |