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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 | $30,759 | $46,534-33.9% | $64,097-52.0% | $75,177-59.1% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 18.56% | 26.07%-7.5pp | 33.75%-15.2pp | 160.75%-142.2pp |
| Employer contribution / active EE | $2,166 | $1,976+9.6% | $2,750-21.2% | $2,671-18.9% |
| Participant deferral / active EE | $2,166 | $2,835-23.6% | $3,881-44.2% | $4,126-47.5% |
| Admin fee / account holder | $765 | $2,957-74.1% | $3,070-75.1% | $5,651-86.5% |