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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 | $28,188 | $80,992-65.2% | $96,534-70.8% | $75,173-62.5% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 17.42% | 27.05%-9.6pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,308 | $2,283-42.7% | $2,965-55.9% | $2,671-51.0% |
| Participant deferral / active EE | $3,603 | $3,929-8.3% | $4,851-25.7% | $4,126-12.7% |
| Admin fee / account holder | $985 | $6,717-85.3% | $8,253-88.1% | $5,651-82.6% |