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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 | $21,778 | $45,087-51.7% | $69,483-68.7% | $72,976-70.2% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+22.0pp | 69.5%+27.1pp |
| Annual return | 18.99% | 22.67%-3.7pp | 28.99%-10.0pp | 81.02%-62.0pp |
| Employer contribution / active EE | $2,294 | $2,055+11.6% | $2,780-17.5% | $2,440-6.0% |
| Participant deferral / active EE | $2,294 | $2,603-11.9% | $3,537-35.1% | $3,608-36.4% |
| Admin fee / account holder | $2,135 | $3,057-30.2% | $3,841-44.4% | $5,124-58.3% |