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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 | $25,884 | $99,345-73.9% | $84,753-69.5% | $273,970-90.6% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $714 | $4,214-83.0% | $3,574-80.0% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $362 | $6,645-94.5% | $5,333-93.2% | $10,132-96.4% |