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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 | $28,127 | $67,411-58.3% | $91,004-69.1% | $70,126-59.9% |
| Participation rate | 98.0% | 71.4%+26.7pp | 75.6%+22.4pp | 69.5%+28.5pp |
| Annual return | 14.00% | -40.16%+54.2pp | 4.60%+9.4pp | 73.15%-59.1pp |
| Employer contribution / active EE | $972 | $1,786-45.6% | $2,456-60.4% | $2,343-58.5% |
| Participant deferral / active EE | $2,374 | $2,823-15.9% | $3,548-33.1% | $3,332-28.8% |
| Admin fee / account holder | $2,891 | $4,236-31.8% | $5,417-46.6% | $4,645-37.8% |