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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 | $18,463 | $96,558-80.9% | $80,977-77.2% | $273,972-93.3% |
| Participation rate | 94.1% | 79.1%+15.0pp | 75.8%+18.3pp | 83.0%+11.1pp |
| Annual return | 8.08% | 15.14%-7.1pp | 17.11%-9.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,011 | $4,869-58.7% | $3,715-45.9% | $4,869-58.7% |
| Participant deferral / active EE | $2,809 | $6,598-57.4% | $5,696-50.7% | $5,287-46.9% |
| Admin fee / account holder | $3,768 | $7,493-49.7% | $5,517-31.7% | $10,133-62.8% |