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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 | $29,430 | $68,705-57.2% | $86,279-65.9% | $82,637-64.4% |
| Participation rate | 90.9% | 73.5%+17.4pp | 78.7%+12.2pp | 68.1%+22.9pp |
| Annual return | 18.38% | 16.81%+1.6pp | 30.40%-12.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,851 | $3,714-50.2% | $4,663-60.3% | $2,552-27.5% |
| Participant deferral / active EE | $3,505 | $4,188-16.3% | $5,658-38.0% | $4,126-15.0% |
| Admin fee / account holder | $997 | $6,541-84.8% | $10,485-90.5% | $7,339-86.4% |