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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 | $19,291 | $77,814-75.2% | $158,223-87.8% | $86,983-77.8% |
| Participation rate | 93.8% | 68.4%+25.3pp | 79.2%+14.5pp | 69.5%+24.2pp |
| Annual return | 16.46% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.4pp |
| Employer contribution / active EE | $788 | $2,592-69.6% | $4,109-80.8% | $2,584-69.5% |
| Participant deferral / active EE | $2,581 | $3,270-21.0% | $5,467-52.8% | $4,194-38.4% |
| Admin fee / account holder | $795 | $5,879-86.5% | $16,047-95.0% | $7,856-89.9% |