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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 | $29,838 | $81,331-63.3% | $155,534-80.8% | $80,935-63.1% |
| Participation rate | 93.6% | 66.3%+27.3pp | 78.2%+15.4pp | 67.7%+25.9pp |
| Annual return | 28.39% | 33.37%-5.0pp | 64.92%-36.5pp | 35.66%-7.3pp |
| Employer contribution / active EE | $1,182 | $3,105-61.9% | $4,675-74.7% | $2,757-57.1% |
| Participant deferral / active EE | $1,003 | $3,454-70.9% | $5,630-82.2% | $4,299-76.7% |
| Admin fee / account holder | $2,933 | $7,999-63.3% | $15,900-81.6% | $6,924-57.6% |