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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 | $30,817 | $81,276-62.1% | $155,574-80.2% | $80,925-61.9% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 13.25% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $700 | $3,103-77.4% | $4,676-85.0% | $2,756-74.6% |
| Participant deferral / active EE | $5,771 | $3,453+67.1% | $5,629+2.5% | $4,299+34.2% |
| Admin fee / account holder | $15,002 | $7,993+87.7% | $15,914-5.7% | $6,940+116.2% |