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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 | $22,731 | $76,551-70.3% | $123,894-81.7% | $62,881-63.9% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.7pp | 69.3%+14.8pp |
| Annual return | 9.93% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $922 | $2,882-68.0% | $4,617-80.0% | $2,281-59.6% |
| Participant deferral / active EE | $5,079 | $4,840+4.9% | $5,984-15.1% | $3,203+58.6% |
| Admin fee / account holder | $1,482 | $4,826-69.3% | $8,357-82.3% | $4,296-65.5% |