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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 | $31,007 | $52,580-41.0% | $71,671-56.7% | $70,126-55.8% |
| Participation rate | 81.5% | 60.9%+20.6pp | 68.7%+12.7pp | 69.5%+11.9pp |
| Annual return | 14.35% | 20.25%-5.9pp | 20.65%-6.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $455 | $1,616-71.9% | $2,460-81.5% | $2,343-80.6% |
| Participant deferral / active EE | $2,290 | $2,386-4.0% | $3,438-33.4% | $3,332-31.3% |
| Admin fee / account holder | $7,474 | $3,653+104.6% | $5,558+34.5% | $4,645+60.9% |