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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 | $20,002 | $54,757-63.5% | $90,300-77.8% | $72,983-72.6% |
| Participation rate | 85.7% | 65.1%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 18.38% | 30.63%-12.2pp | 78.11%-59.7pp | 81.01%-62.6pp |
| Employer contribution / active EE | $668 | $2,092-68.1% | $2,854-76.6% | $2,440-72.6% |
| Participant deferral / active EE | $820 | $2,887-71.6% | $3,884-78.9% | $3,608-77.3% |
| Admin fee / account holder | $720 | $3,972-81.9% | $5,353-86.6% | $5,124-86.0% |