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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 | $27,276 | $35,183-22.5% | $73,550-62.9% | $70,126-61.1% |
| Participation rate | 93.6% | 42.9%+50.7pp | 54.9%+38.7pp | 69.5%+24.0pp |
| Annual return | 14.57% | 26.90%-12.3pp | -15.16%+29.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $393 | $709-44.5% | $1,219-67.8% | $2,343-83.2% |
| Participant deferral / active EE | $868 | $1,220-28.8% | $1,804-51.9% | $3,332-73.9% |
| Admin fee / account holder | $704 | $2,302-69.4% | $2,320-69.7% | $4,645-84.9% |