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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 | $45,050-7.9% | $63,018-34.2% | $70,126-40.9% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 14.70% | 18.76%-4.1pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,820 | $2,052-11.3% | $2,761-34.1% | $2,343-22.3% |
| Participant deferral / active EE | $893 | $2,466-63.8% | $3,330-73.2% | $3,332-73.2% |
| Admin fee / account holder | $900 | $2,834-68.2% | $3,601-75.0% | $4,645-80.6% |