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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 | $22,586 | $45,050-49.9% | $63,018-64.2% | $70,126-67.8% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.4pp |
| Annual return | 14.14% | 18.76%-4.6pp | 87.62%-73.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,833 | $2,052-10.7% | $2,761-33.6% | $2,343-21.7% |
| Participant deferral / active EE | $3,363 | $2,466+36.4% | $3,330+1.0% | $3,332+0.9% |
| Admin fee / account holder | $4,701 | $2,834+65.9% | $3,601+30.6% | $4,645+1.2% |