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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 | $23,728 | $49,249-51.8% | $70,476-66.3% | $79,852-70.3% |
| Participation rate | 97.6% | 69.2%+28.5pp | 75.1%+22.6pp | 69.6%+28.0pp |
| Annual return | 11.80% | 30.09%-18.3pp | 109.12%-97.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $1,470 | $2,100-30.0% | $2,738-46.3% | $2,471-40.5% |
| Participant deferral / active EE | $1,506 | $2,769-45.6% | $3,710-59.4% | $3,740-59.7% |
| Admin fee / account holder | $888 | $2,878-69.1% | $3,847-76.9% | $5,306-83.3% |