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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 | $43,438 | $39,132+11.0% | $57,196-24.1% | $62,881-30.9% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 5.18% | 9.24%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,252 | $1,874-33.2% | $2,683-53.4% | $2,281-45.1% |
| Participant deferral / active EE | $1,155 | $2,374-51.4% | $3,096-62.7% | $3,203-63.9% |
| Admin fee / account holder | $302 | $2,594-88.4% | $3,141-90.4% | $4,296-93.0% |