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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 | $22,093 | $76,551-71.1% | $123,894-82.2% | $62,881-64.9% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 8.59% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $605 | $2,882-79.0% | $4,617-86.9% | $2,281-73.5% |
| Participant deferral / active EE | $2,141 | $4,840-55.8% | $5,984-64.2% | $3,203-33.1% |
| Admin fee / account holder | $408 | $4,826-91.5% | $8,357-95.1% | $4,296-90.5% |