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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 | $32,557 | $76,551-57.5% | $123,894-73.7% | $62,881-48.2% |
| Participation rate | 98.8% | 73.0%+25.9pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 8.04% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,175 | $2,882-59.2% | $4,617-74.5% | $2,281-48.5% |
| Participant deferral / active EE | $2,362 | $4,840-51.2% | $5,984-60.5% | $3,203-26.3% |
| Admin fee / account holder | $1,843 | $4,826-61.8% | $8,357-77.9% | $4,296-57.1% |