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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 | $51,334 | $58,828-12.7% | $78,002-34.2% | $62,881-18.4% |
| Participation rate | 80.4% | 71.1%+9.3pp | 75.5%+4.8pp | 69.3%+11.1pp |
| Annual return | 7.66% | 17.16%-9.5pp | 425.99%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $359 | $1,672-78.5% | $2,470-85.5% | $2,281-84.3% |
| Participant deferral / active EE | $1,986 | $2,686-26.0% | $3,497-43.2% | $3,203-38.0% |
| Admin fee / account holder | $583 | $4,393-86.7% | $5,481-89.4% | $4,296-86.4% |