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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 | $40,712 | $45,050-9.6% | $63,018-35.4% | $70,126-41.9% |
| Participation rate | 94.2% | 69.5%+24.7pp | 74.8%+19.4pp | 69.5%+24.7pp |
| Annual return | 14.17% | 18.76%-4.6pp | 87.62%-73.4pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,373 | $2,052-33.1% | $2,761-50.3% | $2,343-41.4% |
| Participant deferral / active EE | $1,692 | $2,466-31.4% | $3,330-49.2% | $3,332-49.2% |
| Admin fee / account holder | $437 | $2,834-84.6% | $3,601-87.9% | $4,645-90.6% |