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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 | $21,610 | $61,390-64.8% | $112,228-80.7% | $75,177-71.3% |
| Participation rate | 75.7% | 61.6%+14.0pp | 72.4%+3.2pp | 67.2%+8.5pp |
| Annual return | 16.00% | 28.47%-12.5pp | 30.23%-14.2pp | 160.75%-144.8pp |
| Employer contribution / active EE | $877 | $2,015-56.5% | $3,432-74.4% | $2,671-67.2% |
| Participant deferral / active EE | $2,547 | $3,108-18.0% | $4,800-46.9% | $4,126-38.3% |
| Admin fee / account holder | $355 | $4,862-92.7% | $7,752-95.4% | $5,651-93.7% |