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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 | $28,147 | $58,828-52.2% | $78,002-63.9% | $62,881-55.2% |
| Participation rate | 95.2% | 71.1%+24.1pp | 75.5%+19.6pp | 69.3%+25.9pp |
| Annual return | 5.62% | 17.16%-11.5pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $645 | $1,672-61.4% | $2,470-73.9% | $2,281-71.7% |
| Participant deferral / active EE | $2,862 | $2,686+6.6% | $3,497-18.2% | $3,203-10.7% |
| Admin fee / account holder | $6,651 | $4,393+51.4% | $5,481+21.3% | $4,296+54.8% |