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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 | $23,152 | $45,050-48.6% | $63,018-63.3% | $70,126-67.0% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 14.13% | 18.76%-4.6pp | 87.62%-73.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,876 | $2,052+40.2% | $2,761+4.2% | $2,343+22.8% |
| Participant deferral / active EE | $2,044 | $2,466-17.1% | $3,330-38.6% | $3,332-38.6% |
| Admin fee / account holder | $1,348 | $2,834-52.4% | $3,601-62.6% | $4,645-71.0% |