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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 | $35,446 | $55,713-36.4% | $75,901-53.3% | $72,975-51.4% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.3%+20.7pp | 69.5%+20.5pp |
| Annual return | 17.61% | 27.60%-10.0pp | 30.76%-13.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $949 | $1,687-43.8% | $2,501-62.1% | $2,440-61.1% |
| Participant deferral / active EE | $1,452 | $2,634-44.9% | $3,603-59.7% | $3,608-59.8% |
| Admin fee / account holder | $880 | $3,980-77.9% | $5,420-83.8% | $5,124-82.8% |