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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 | $25,895 | $71,215-63.6% | $93,696-72.4% | $80,935-68.0% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.4pp | 67.7%+6.4pp |
| Annual return | 13.07% | 11.27%+1.8pp | 133.74%-120.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $990 | $1,565-36.8% | $2,422-59.1% | $2,757-64.1% |
| Participant deferral / active EE | $2,896 | $4,037-28.3% | $4,417-34.4% | $4,299-32.6% |
| Admin fee / account holder | $1,580 | $6,958-77.3% | $8,287-80.9% | $6,924-77.2% |