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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 | $12,557 | $65,712-80.9% | $57,196-78.0% | $273,972-95.4% |
| Participation rate | 93.3% | 78.3%+15.0pp | 75.3%+18.0pp | 83.0%+10.3pp |
| Annual return | 6.40% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $814 | $3,280-75.2% | $2,683-69.7% | $4,869-83.3% |
| Participant deferral / active EE | $1,256 | $3,782-66.8% | $3,096-59.4% | $5,287-76.2% |
| Admin fee / account holder | $373 | $4,838-92.3% | $3,141-88.1% | $10,133-96.3% |