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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 | $23,106 | $48,076-51.9% | $78,690-70.6% | $62,891-63.3% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.6%+24.4pp | 69.3%+28.6pp |
| Annual return | 7.83% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $789 | $2,015-60.8% | $2,851-72.3% | $2,281-65.4% |
| Participant deferral / active EE | $2,103 | $2,588-18.7% | $3,517-40.2% | $3,203-34.3% |
| Admin fee / account holder | $594 | $3,207-81.5% | $4,511-86.8% | $4,296-86.2% |