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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 | $28,161 | $45,050-37.5% | $63,018-55.3% | $70,126-59.8% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 13.14% | 18.76%-5.6pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $784 | $2,052-61.8% | $2,761-71.6% | $2,343-66.5% |
| Participant deferral / active EE | $1,630 | $2,466-33.9% | $3,330-51.0% | $3,332-51.1% |
| Admin fee / account holder | $672 | $2,834-76.3% | $3,601-81.3% | $4,645-85.5% |