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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 | $27,351 | $56,287-51.4% | $80,977-66.2% | $62,881-56.5% |
| Participation rate | 90.3% | 68.9%+21.4pp | 75.8%+14.5pp | 69.3%+21.0pp |
| Annual return | 12.00% | 22.13%-10.1pp | 17.11%-5.1pp | 20.14%-8.1pp |
| Employer contribution / active EE | $843 | $1,943-56.6% | $3,715-77.3% | $2,281-63.1% |
| Participant deferral / active EE | $4,038 | $4,196-3.8% | $5,696-29.1% | $3,203+26.1% |
| Admin fee / account holder | $976 | $3,742-73.9% | $5,517-82.3% | $4,296-77.3% |