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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 | $30,754 | $80,983-62.0% | $96,544-68.1% | $75,177-59.1% |
| Participation rate | 91.8% | 71.8%+20.0pp | 76.0%+15.9pp | 67.2%+24.6pp |
| Annual return | 17.30% | 27.05%-9.8pp | 25.88%-8.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,153 | $2,282-49.5% | $2,966-61.1% | $2,671-56.8% |
| Participant deferral / active EE | $3,431 | $3,929-12.7% | $4,851-29.3% | $4,126-16.9% |
| Admin fee / account holder | $1,000 | $6,717-85.1% | $8,254-87.9% | $5,651-82.3% |