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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 | $25,647 | $81,504-68.5% | $102,437-75.0% | $80,959-68.3% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | 13.24% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,358 | $3,104-56.2% | $3,871-64.9% | $2,757-50.7% |
| Participant deferral / active EE | $3,328 | $3,871-14.0% | $5,060-34.2% | $4,300-22.6% |
| Admin fee / account holder | $540 | $6,719-92.0% | $8,388-93.6% | $6,925-92.2% |