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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 | $67,668 | $76,107-11.1% | $96,576-29.9% | $71,495-5.4% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 17.12% | 22.81%-5.7pp | 25.87%-8.8pp | 28.85%-11.7pp |
| Employer contribution / active EE | $928 | $2,247-58.7% | $2,965-68.7% | $2,589-64.2% |
| Participant deferral / active EE | $3,406 | $4,218-19.3% | $4,851-29.8% | $4,291-20.6% |
| Admin fee / account holder | $711 | $2,708-73.8% | $8,253-91.4% | $1,588-55.2% |