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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 | $30,830 | $46,599-33.8% | $64,101-51.9% | $75,173-59.0% |
| Participation rate | 98.0% | 65.9%+32.1pp | 72.3%+25.7pp | 67.2%+30.8pp |
| Annual return | 22.20% | 26.06%-3.9pp | 33.72%-11.5pp | 160.72%-138.5pp |
| Employer contribution / active EE | $571 | $1,975-71.1% | $2,749-79.2% | $2,671-78.6% |
| Participant deferral / active EE | $1,142 | $2,837-59.8% | $3,881-70.6% | $4,126-72.3% |
| Admin fee / account holder | $1,498 | $2,956-49.3% | $3,070-51.2% | $5,651-73.5% |