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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 | $25,204 | $46,599-45.9% | $64,101-60.7% | $75,173-66.5% |
| Participation rate | 72.4% | 65.9%+6.5pp | 72.3%+0.1pp | 67.2%+5.2pp |
| Annual return | 12.58% | 26.06%-13.5pp | 33.72%-21.1pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,376 | $1,975-30.4% | $2,749-49.9% | $2,671-48.5% |
| Participant deferral / active EE | $1,214 | $2,837-57.2% | $3,881-68.7% | $4,126-70.6% |
| Admin fee / account holder | $2,167 | $2,956-26.7% | $3,070-29.4% | $5,651-61.6% |