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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 | $29,482 | $48,364-39.0% | $71,796-58.9% | $62,881-53.1% |
| Participation rate | 80.2% | 60.6%+19.6pp | 69.1%+11.1pp | 69.3%+10.9pp |
| Annual return | 13.18% | 13.16%0pp | 78.04%-64.9pp | 20.14%-7.0pp |
| Employer contribution / active EE | $964 | $1,042-7.5% | $1,924-49.9% | $2,281-57.7% |
| Participant deferral / active EE | $1,926 | $2,091-7.9% | $2,794-31.1% | $3,203-39.9% |
| Admin fee / account holder | $1,268 | $3,771-66.4% | $4,815-73.7% | $4,296-70.5% |