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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 | $52,841 | $71,215-25.8% | $93,696-43.6% | $80,935-34.7% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+17.0pp |
| Annual return | 15.26% | 11.27%+4.0pp | 133.74%-118.5pp | 35.66%-20.4pp |
| Employer contribution / active EE | $399 | $1,565-74.5% | $2,422-83.5% | $2,757-85.5% |
| Participant deferral / active EE | $1,349 | $4,037-66.6% | $4,417-69.5% | $4,299-68.6% |
| Admin fee / account holder | $1,572 | $6,958-77.4% | $8,287-81.0% | $6,924-77.3% |