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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 | $34,724 | $97,648-64.4% | $121,663-71.5% | $87,485-60.3% |
| Participation rate | 88.4% | 70.5%+17.9pp | 74.5%+13.9pp | 68.9%+19.4pp |
| Annual return | 18.12% | 18.03%+0.1pp | 147.54%-129.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,516 | $2,300-34.1% | $3,020-49.8% | $2,596-41.6% |
| Participant deferral / active EE | $2,709 | $3,923-31.0% | $4,887-44.6% | $4,274-36.6% |
| Admin fee / account holder | $965 | $11,100-91.3% | $14,289-93.2% | $7,775-87.6% |