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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 | $32,875 | $76,551-57.1% | $123,894-73.5% | $62,881-47.7% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,294 | $2,882-55.1% | $4,617-72.0% | $2,281-43.3% |
| Participant deferral / active EE | $5,729 | $4,840+18.4% | $5,984-4.3% | $3,203+78.9% |
| Admin fee / account holder | $1,933 | $4,826-59.9% | $8,357-76.9% | $4,296-55.0% |