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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 | $27,735 | $58,828-52.9% | $78,002-64.4% | $62,881-55.9% |
| Participation rate | 98.1% | 71.1%+27.0pp | 75.5%+22.6pp | 69.3%+28.8pp |
| Annual return | 6.10% | 17.16%-11.1pp | 425.99%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $962 | $1,672-42.5% | $2,470-61.1% | $2,281-57.8% |
| Participant deferral / active EE | $1,945 | $2,686-27.6% | $3,497-44.4% | $3,203-39.3% |
| Admin fee / account holder | $3,222 | $4,393-26.7% | $5,481-41.2% | $4,296-25.0% |