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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 | $17,340 | $45,041-61.5% | $63,003-72.5% | $70,131-75.3% |
| Participation rate | 97.4% | 69.5%+27.8pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 13.15% | 18.76%-5.6pp | 87.59%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,541 | $2,052-24.9% | $2,760-44.2% | $2,342-34.2% |
| Participant deferral / active EE | $2,504 | $2,465+1.6% | $3,329-24.8% | $3,332-24.8% |
| Admin fee / account holder | $2,730 | $2,836-3.7% | $3,600-24.2% | $4,645-41.2% |