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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 | $58,296 | $69,977-16.7% | $108,582-46.3% | $62,881-7.3% |
| Participation rate | 92.3% | 72.9%+19.4pp | 79.6%+12.7pp | 69.3%+23.0pp |
| Annual return | 8.69% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $556 | $2,135-74.0% | $3,758-85.2% | $2,281-75.6% |
| Participant deferral / active EE | $2,721 | $3,165-14.0% | $4,311-36.9% | $3,203-15.1% |
| Admin fee / account holder | $779 | $5,076-84.7% | $7,645-89.8% | $4,296-81.9% |