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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 | $28,585 | $87,106-67.2% | $105,607-72.9% | $80,935-64.7% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.7%+27.1pp |
| Annual return | 10.24% | 17.01%-6.8pp | 116.11%-105.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $656 | $2,396-72.6% | $3,167-79.3% | $2,757-76.2% |
| Participant deferral / active EE | $2,597 | $3,986-34.9% | $5,011-48.2% | $4,299-39.6% |
| Admin fee / account holder | $1,595 | $8,447-81.1% | $10,958-85.4% | $6,924-77.0% |