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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 | $17,735 | $81,262-78.2% | $155,602-88.6% | $80,911-78.1% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 21.77% | 33.34%-11.6pp | 64.81%-43.0pp | 35.63%-13.9pp |
| Employer contribution / active EE | $777 | $3,102-75.0% | $4,675-83.4% | $2,756-71.8% |
| Participant deferral / active EE | $5,934 | $3,451+71.9% | $5,629+5.4% | $4,297+38.1% |
| Admin fee / account holder | $533 | $7,992-93.3% | $15,923-96.6% | $6,935-92.3% |