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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 | $34,533 | $43,344-20.3% | $59,899-42.3% | $64,173-46.2% |
| Participation rate | 92.7% | 69.2%+23.5pp | 74.7%+18.0pp | 69.6%+23.1pp |
| Annual return | 12.23% | -1.55%+13.8pp | 3.46%+8.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $503 | $2,030-75.2% | $2,723-81.5% | $2,381-78.9% |
| Participant deferral / active EE | $852 | $2,547-66.5% | $3,402-75.0% | $3,470-75.4% |
| Admin fee / account holder | $1,654 | $3,008-45.0% | $3,592-54.0% | $4,887-66.2% |