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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 | $22,629 | $59,440-61.9% | $78,004-71.0% | $82,637-72.6% |
| Participation rate | 82.7% | 62.8%+19.9pp | 69.4%+13.2pp | 68.1%+14.6pp |
| Annual return | 19.66% | 40.24%-20.6pp | 31.07%-11.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $500 | $1,750-71.5% | $2,469-79.8% | $2,552-80.4% |
| Participant deferral / active EE | $3,510 | $3,138+11.8% | $4,092-14.2% | $4,126-14.9% |
| Admin fee / account holder | $1,003 | $5,504-81.8% | $7,578-86.8% | $7,339-86.3% |