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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 | $30,292 | $81,446-62.8% | $103,374-70.7% | $80,874-62.5% |
| Participation rate | 90.4% | 66.9%+23.5pp | 74.5%+15.9pp | 67.6%+22.7pp |
| Annual return | 12.25% | 25.57%-13.3pp | 24.89%-12.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $887 | $3,107-71.5% | $3,869-77.1% | $2,756-67.8% |
| Participant deferral / active EE | $1,697 | $3,870-56.1% | $5,058-66.4% | $4,297-60.5% |
| Admin fee / account holder | $4,820 | $6,715-28.2% | $8,394-42.6% | $6,935-30.5% |