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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 | $25,649 | $63,845-59.8% | $81,370-68.5% | $80,959-68.3% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.5%+24.6pp | 67.7%+26.4pp |
| Annual return | 12.14% | 16.37%-4.2pp | 24.85%-12.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,426 | $1,980-28.0% | $2,464-42.1% | $2,757-48.3% |
| Participant deferral / active EE | $2,875 | $3,093-7.0% | $3,885-26.0% | $4,300-33.1% |
| Admin fee / account holder | $1,029 | $5,688-81.9% | $5,749-82.1% | $6,925-85.1% |