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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 | $8,442 | $58,057-85.5% | $97,032-91.3% | $86,983-90.3% |
| Participation rate | 81.4% | 60.4%+21.0pp | 71.6%+9.8pp | 69.5%+11.9pp |
| Annual return | 28.06% | 22.26%+5.8pp | 35.38%-7.3pp | 25.83%+2.2pp |
| Employer contribution / active EE | $123 | $1,663-92.6% | $2,629-95.3% | $2,584-95.2% |
| Participant deferral / active EE | $2,888 | $3,244-11.0% | $4,672-38.2% | $4,194-31.1% |
| Admin fee / account holder | $454 | $4,839-90.6% | $9,418-95.2% | $7,856-94.2% |