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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 | $26,553 | $77,638-65.8% | $156,551-83.0% | $62,881-57.8% |
| Participation rate | 84.9% | 71.2%+13.7pp | 84.0%+0.9pp | 69.3%+15.6pp |
| Annual return | 9.60% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $937 | $3,444-72.8% | $5,501-83.0% | $2,281-58.9% |
| Participant deferral / active EE | $1,072 | $3,046-64.8% | $4,871-78.0% | $3,203-66.5% |
| Admin fee / account holder | $2,519 | $5,561-54.7% | $13,028-80.7% | $4,296-41.4% |