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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 | $21,682 | $73,955-70.7% | $96,520-77.5% | $75,181-71.2% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 17.06% | 26.72%-9.7pp | 35.72%-18.7pp | 160.69%-143.6pp |
| Employer contribution / active EE | $2,907 | $2,930-0.8% | $3,739-22.3% | $2,671+8.8% |
| Participant deferral / active EE | $1,731 | $3,659-52.7% | $4,879-64.5% | $4,126-58.1% |
| Admin fee / account holder | $474 | $5,217-90.9% | $6,733-93.0% | $5,650-91.6% |