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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 | $28,849 | $76,371-62.2% | $93,621-69.2% | $72,975-60.5% |
| Participation rate | 98.4% | 71.8%+26.7pp | 75.8%+22.6pp | 69.5%+28.9pp |
| Annual return | 17.68% | 25.82%-8.1pp | 32.76%-15.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $919 | $2,276-59.6% | $2,719-66.2% | $2,440-62.4% |
| Participant deferral / active EE | $2,306 | $3,538-34.8% | $4,070-43.3% | $3,608-36.1% |
| Admin fee / account holder | $407 | $6,839-94.1% | $7,890-94.8% | $5,124-92.1% |