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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 | $25,284 | $63,156-60.0% | $122,354-79.3% | $62,293-59.4% |
| Participation rate | 77.5% | 60.0%+17.4pp | 71.6%+5.8pp | 69.5%+7.9pp |
| Annual return | 21.69% | 20.61%+1.1pp | 30.28%-8.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $530 | $1,385-61.7% | $4,051-86.9% | $2,042-74.1% |
| Participant deferral / active EE | $2,479 | $2,321+6.8% | $3,287-24.6% | $3,169-21.8% |
| Admin fee / account holder | $996 | $440+126.4% | $5,479-81.8% | $479+107.8% |