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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 | $29,323 | $86,050-65.9% | $189,758-84.5% | $94,015-68.8% |
| Participation rate | 90.0% | 68.9%+21.1pp | 79.8%+10.2pp | 70.8%+19.2pp |
| Annual return | 10.96% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,302 | $2,819-53.8% | $4,767-72.7% | $2,790-53.3% |
| Participant deferral / active EE | $2,166 | $3,349-35.3% | $5,856-63.0% | $4,249-49.0% |
| Admin fee / account holder | $1,304 | $6,627-80.3% | $20,388-93.6% | $8,951-85.4% |