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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 | $22,335 | $97,289-77.0% | $92,805-75.9% | $155,188-85.6% |
| Participation rate | 86.7% | 84.2%+2.5pp | 83.5%+3.2pp | 80.8%+5.9pp |
| Annual return | 23.10% | 29.03%-5.9pp | 31.59%-8.5pp | 148.84%-125.7pp |
| Employer contribution / active EE | $5 | $3,632-99.9% | $3,424-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $3,288 | $8,795-62.6% | $8,448-61.1% | $6,531-49.7% |
| Admin fee / account holder | $1,525 | $12,015-87.3% | $10,911-86.0% | $14,480-89.5% |