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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 | $29,260 | $49,239-40.6% | $70,462-58.5% | $79,858-63.4% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.8pp |
| Annual return | 15.01% | 30.08%-15.1pp | 109.08%-94.1pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,191 | $2,100-43.3% | $2,737-56.5% | $2,471-51.8% |
| Participant deferral / active EE | $2,294 | $2,769-17.2% | $3,710-38.2% | $3,740-38.7% |
| Admin fee / account holder | $2,611 | $2,876-9.2% | $3,845-32.1% | $5,306-50.8% |