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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 | $19,399 | $71,230-72.8% | $93,727-79.3% | $80,959-76.0% |
| Participation rate | 77.3% | 60.4%+16.9pp | 68.7%+8.6pp | 67.7%+9.6pp |
| Annual return | 14.94% | 11.26%+3.7pp | 133.83%-118.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $735 | $1,565-53.1% | $2,421-69.7% | $2,757-73.4% |
| Participant deferral / active EE | $5,946 | $4,037+47.3% | $4,417+34.6% | $4,300+38.3% |
| Admin fee / account holder | $1,216 | $6,961-82.5% | $8,292-85.3% | $6,925-82.4% |