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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 | $29,302 | $72,177-59.4% | $115,038-74.5% | $59,633-50.9% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | 5.28% | 12.02%-6.7pp | 26.14%-20.9pp | 2041.45%-2036.2pp |
| Employer contribution / active EE | $1,291 | $2,841-54.6% | $4,608-72.0% | $2,203-41.4% |
| Participant deferral / active EE | $5,426 | $4,783+13.5% | $6,026-10.0% | $3,192+70.0% |
| Admin fee / account holder | $721 | $4,927-85.4% | $8,175-91.2% | $4,297-83.2% |