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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 | $39,606 | $93,589-57.7% | $135,942-70.9% | $75,181-47.3% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 18.01% | 30.90%-12.9pp | 68.28%-50.3pp | 160.69%-142.7pp |
| Employer contribution / active EE | $1,288 | $3,537-63.6% | $4,858-73.5% | $2,671-51.8% |
| Participant deferral / active EE | $10,793 | $6,405+68.5% | $7,759+39.1% | $4,126+161.6% |
| Admin fee / account holder | $6,064 | $6,977-13.1% | $10,764-43.7% | $5,650+7.3% |