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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 | $37,849 | $56,110-32.5% | $94,993-60.2% | $70,126-46.0% |
| Participation rate | 78.9% | 65.0%+13.9pp | 73.9%+5.1pp | 69.5%+9.4pp |
| Annual return | 13.39% | 51.02%-37.6pp | 27.14%-13.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $292 | $1,442-79.7% | $2,603-88.8% | $2,343-87.5% |
| Participant deferral / active EE | $1,386 | $2,391-42.1% | $3,317-58.2% | $3,332-58.4% |
| Admin fee / account holder | $690 | $3,456-80.0% | $4,960-86.1% | $4,645-85.1% |