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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 | $36,975 | $97,648-62.1% | $121,663-69.6% | $87,485-57.7% |
| Participation rate | 86.8% | 70.5%+16.4pp | 74.5%+12.4pp | 68.9%+17.9pp |
| Annual return | 11.88% | 18.03%-6.1pp | 147.54%-135.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $842 | $2,300-63.4% | $3,020-72.1% | $2,596-67.6% |
| Participant deferral / active EE | $2,268 | $3,923-42.2% | $4,887-53.6% | $4,274-46.9% |
| Admin fee / account holder | $1,510 | $11,100-86.4% | $14,289-89.4% | $7,775-80.6% |