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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 | $38,528 | $73,787-47.8% | $98,716-61.0% | $82,448-53.3% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.3%+17.2pp | 68.1%+18.5pp |
| Annual return | 14.11% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,119 | $1,511-26.0% | $2,279-50.9% | $2,551-56.1% |
| Participant deferral / active EE | $2,131 | $3,081-30.8% | $4,048-47.3% | $4,139-48.5% |
| Admin fee / account holder | $995 | $6,500-84.7% | $8,703-88.6% | $7,234-86.3% |