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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 | $23,016 | $99,345-76.8% | $84,753-72.8% | $273,972-91.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.50% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $936 | $4,214-77.8% | $3,574-73.8% | $4,869-80.8% |
| Participant deferral / active EE | $1,105 | $4,270-74.1% | $3,712-70.2% | $5,287-79.1% |
| Admin fee / account holder | $805 | $6,645-87.9% | $5,333-84.9% | $10,133-92.1% |