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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 | $28,929 | $99,345-70.9% | $84,753-65.9% | $273,972-89.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.08% | 22.93%-17.9pp | 22.78%-17.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $755 | $4,214-82.1% | $3,574-78.9% | $4,869-84.5% |
| Participant deferral / active EE | $3,171 | $4,270-25.7% | $3,712-14.6% | $5,287-40.0% |
| Admin fee / account holder | $1,206 | $6,645-81.8% | $5,333-77.4% | $10,133-88.1% |