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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 | $19,359 | $63,809-69.7% | $81,353-76.2% | $80,935-76.1% |
| Participation rate | 85.4% | 63.9%+21.5pp | 69.5%+15.8pp | 67.7%+17.7pp |
| Annual return | 48.12% | 16.37%+31.7pp | 24.82%+23.3pp | 35.66%+12.5pp |
| Employer contribution / active EE | $888 | $1,981-55.2% | $2,464-63.9% | $2,757-67.8% |
| Participant deferral / active EE | $2,119 | $3,093-31.5% | $3,885-45.4% | $4,299-50.7% |
| Admin fee / account holder | $422 | $5,686-92.6% | $5,766-92.7% | $6,924-93.9% |