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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 | $22,828 | $55,713-59.0% | $75,901-69.9% | $72,975-68.7% |
| Participation rate | 91.7% | 61.1%+30.5pp | 69.3%+22.4pp | 69.5%+22.2pp |
| Annual return | 25.09% | 27.60%-2.5pp | 30.76%-5.7pp | 81.01%-55.9pp |
| Employer contribution / active EE | $417 | $1,687-75.3% | $2,501-83.3% | $2,440-82.9% |
| Participant deferral / active EE | $1,620 | $2,634-38.5% | $3,603-55.0% | $3,608-55.1% |
| Admin fee / account holder | $766 | $3,980-80.8% | $5,420-85.9% | $5,124-85.1% |