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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 | $28,543 | $76,834-62.9% | $108,359-73.7% | $87,485-67.4% |
| Participation rate | 78.9% | 61.7%+17.2pp | 70.1%+8.8pp | 68.9%+10.0pp |
| Annual return | 19.08% | 19.09%0pp | 36.89%-17.8pp | 26.06%-7.0pp |
| Employer contribution / active EE | $832 | $1,556-46.5% | $2,399-65.3% | $2,596-67.9% |
| Participant deferral / active EE | $1,701 | $3,100-45.1% | $4,137-58.9% | $4,274-60.2% |
| Admin fee / account holder | $1,202 | $6,537-81.6% | $9,741-87.7% | $7,775-84.5% |