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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 | $27,883 | $80,992-65.6% | $96,534-71.1% | $75,173-62.9% |
| Participation rate | 82.2% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+15.0pp |
| Annual return | 18.43% | 27.05%-8.6pp | 25.88%-7.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,071 | $2,283-53.1% | $2,965-63.9% | $2,671-59.9% |
| Participant deferral / active EE | $2,825 | $3,929-28.1% | $4,851-41.8% | $4,126-31.5% |
| Admin fee / account holder | $1,385 | $6,717-79.4% | $8,253-83.2% | $5,651-75.5% |