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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 | $57,599 | $93,346-38.3% | $71,796-19.8% | $273,972-79.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 11.35% | 130.39%-119.0pp | 78.04%-66.7pp | 41.46%-30.1pp |
| Employer contribution / active EE | $400 | $2,733-85.4% | $1,924-79.2% | $4,869-91.8% |
| Participant deferral / active EE | $1,835 | $3,475-47.2% | $2,794-34.3% | $5,287-65.3% |
| Admin fee / account holder | $1,809 | $6,571-72.5% | $4,815-62.4% | $10,133-82.2% |