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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 | $22,073 | $71,215-69.0% | $93,696-76.4% | $80,935-72.7% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.1pp | 67.7%+8.2pp |
| Annual return | 12.71% | 11.27%+1.4pp | 133.74%-121.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $749 | $1,565-52.2% | $2,422-69.1% | $2,757-72.8% |
| Participant deferral / active EE | $1,534 | $4,037-62.0% | $4,417-65.3% | $4,299-64.3% |
| Admin fee / account holder | $3,638 | $6,958-47.7% | $8,287-56.1% | $6,924-47.5% |