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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 | $21,977 | $48,078-54.3% | $78,676-72.1% | $62,881-65.0% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 6.54% | 31.36%-24.8pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $985 | $2,015-51.1% | $2,850-65.4% | $2,281-56.8% |
| Participant deferral / active EE | $1,310 | $2,587-49.4% | $3,517-62.8% | $3,203-59.1% |
| Admin fee / account holder | $849 | $3,206-73.5% | $4,510-81.2% | $4,296-80.2% |