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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 | $31,238 | $45,050-30.7% | $63,018-50.4% | $70,126-55.5% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 14.38% | 18.76%-4.4pp | 87.62%-73.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $915 | $2,052-55.4% | $2,761-66.9% | $2,343-60.9% |
| Participant deferral / active EE | $915 | $2,466-62.9% | $3,330-72.5% | $3,332-72.5% |
| Admin fee / account holder | $917 | $2,834-67.7% | $3,601-74.5% | $4,645-80.3% |