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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 | $21,370 | $73,988-71.1% | $96,538-77.9% | $75,177-71.6% |
| Participation rate | 92.4% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 16.72% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,763 | $2,930-39.8% | $3,740-52.9% | $2,671-34.0% |
| Participant deferral / active EE | $3,030 | $3,660-17.2% | $4,880-37.9% | $4,126-26.6% |
| Admin fee / account holder | $777 | $5,220-85.1% | $6,737-88.5% | $5,651-86.3% |