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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 | $31,125 | $65,685-52.6% | $57,181-45.6% | $273,968-88.6% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 5.25% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,000 | $3,279-69.5% | $2,682-62.7% | $4,869-79.5% |
| Participant deferral / active EE | $2,581 | $3,781-31.7% | $3,096-16.6% | $5,287-51.2% |
| Admin fee / account holder | $1,642 | $4,835-66.0% | $3,139-47.7% | $10,132-83.8% |