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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 | $26,162 | $71,230-63.3% | $93,727-72.1% | $80,959-67.7% |
| Participation rate | 93.4% | 60.4%+33.0pp | 68.7%+24.7pp | 67.7%+25.7pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.83%-122.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,696 | $1,565+8.3% | $2,421-30.0% | $2,757-38.5% |
| Participant deferral / active EE | $2,806 | $4,037-30.5% | $4,417-36.5% | $4,300-34.7% |
| Admin fee / account holder | $5,778 | $6,961-17.0% | $8,292-30.3% | $6,925-16.6% |