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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 | $23,373 | $56,110-58.3% | $94,993-75.4% | $70,131-66.7% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.9%+23.5pp | 69.5%+27.8pp |
| Annual return | 12.85% | 51.02%-38.2pp | 27.12%-14.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,203 | $1,442-16.6% | $2,603-53.8% | $2,342-48.7% |
| Participant deferral / active EE | $1,038 | $2,391-56.6% | $3,317-68.7% | $3,332-68.8% |
| Admin fee / account holder | $1,539 | $3,456-55.5% | $4,960-69.0% | $4,645-66.9% |