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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 | $23,350 | $56,287-58.5% | $80,977-71.2% | $62,881-62.9% |
| Participation rate | 90.0% | 68.9%+21.1pp | 75.8%+14.2pp | 69.3%+20.7pp |
| Annual return | 6.93% | 22.13%-15.2pp | 17.11%-10.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $378 | $1,943-80.6% | $3,715-89.8% | $2,281-83.4% |
| Participant deferral / active EE | $3,089 | $4,196-26.4% | $5,696-45.8% | $3,203-3.5% |
| Admin fee / account holder | $1,174 | $3,742-68.6% | $5,517-78.7% | $4,296-72.7% |