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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 | $17,019 | $56,544-69.9% | $75,501-77.5% | $70,126-75.7% |
| Participation rate | 90.0% | 68.1%+21.9pp | 72.4%+17.6pp | 69.5%+20.5pp |
| Annual return | 13.40% | 23.59%-10.2pp | 27.35%-14.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $621 | $1,817-65.8% | $2,352-73.6% | $2,343-73.5% |
| Participant deferral / active EE | $2,360 | $2,580-8.5% | $3,142-24.9% | $3,332-29.2% |
| Admin fee / account holder | $883 | $3,827-76.9% | $5,801-84.8% | $4,645-81.0% |