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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 | $41,475 | $45,041-7.9% | $63,003-34.2% | $70,131-40.9% |
| Participation rate | 96.9% | 69.5%+27.3pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 14.70% | 18.76%-4.1pp | 87.59%-72.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,820 | $2,052-11.3% | $2,760-34.1% | $2,342-22.3% |
| Participant deferral / active EE | $893 | $2,465-63.8% | $3,329-73.2% | $3,332-73.2% |
| Admin fee / account holder | $900 | $2,836-68.3% | $3,600-75.0% | $4,645-80.6% |