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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 | $27,017 | $71,230-62.1% | $93,727-71.2% | $80,959-66.6% |
| Participation rate | 91.5% | 60.4%+31.1pp | 68.7%+22.8pp | 67.7%+23.8pp |
| Annual return | 10.96% | 11.26%-0.3pp | 133.83%-122.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $371 | $1,565-76.3% | $2,421-84.7% | $2,757-86.5% |
| Participant deferral / active EE | $2,812 | $4,037-30.4% | $4,417-36.3% | $4,300-34.6% |
| Admin fee / account holder | $2,164 | $6,961-68.9% | $8,292-73.9% | $6,925-68.7% |