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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 | $27,608 | $84,236-67.2% | $170,439-83.8% | $70,124-60.6% |
| Participation rate | 86.3% | 70.8%+15.5pp | 83.6%+2.7pp | 69.5%+16.8pp |
| Annual return | 13.50% | 23.06%-9.6pp | 205.94%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $953 | $3,387-71.9% | $5,433-82.5% | $2,342-59.3% |
| Participant deferral / active EE | $1,352 | $3,086-56.2% | $4,939-72.6% | $3,332-59.4% |
| Admin fee / account holder | $2,766 | $5,698-51.5% | $13,881-80.1% | $4,645-40.5% |