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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 | $25,131 | $76,551-67.2% | $123,894-79.7% | $62,881-60.0% |
| Participation rate | 82.3% | 73.0%+9.3pp | 81.4%+0.9pp | 69.3%+13.0pp |
| Annual return | 8.60% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $612 | $2,882-78.8% | $4,617-86.7% | $2,281-73.2% |
| Participant deferral / active EE | $2,055 | $4,840-57.5% | $5,984-65.7% | $3,203-35.8% |
| Admin fee / account holder | $838 | $4,826-82.6% | $8,357-90.0% | $4,296-80.5% |