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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 | $25,400 | $57,352-55.7% | $83,830-69.7% | $64,173-60.4% |
| Participation rate | 72.7% | 68.6%+4.1pp | 76.1%-3.4pp | 69.6%+3.2pp |
| Annual return | 11.91% | 11.38%+0.5pp | 850.97%-839.1pp | 7.63%+4.3pp |
| Employer contribution / active EE | $1,419 | $2,546-44.3% | $3,631-60.9% | $2,381-40.4% |
| Participant deferral / active EE | $1,929 | $2,993-35.5% | $4,082-52.7% | $3,470-44.4% |
| Admin fee / account holder | $1,287 | $4,046-68.2% | $5,479-76.5% | $4,887-73.7% |