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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 | $23,713 | $86,050-72.4% | $189,758-87.5% | $94,015-74.8% |
| Participation rate | 95.0% | 68.9%+26.1pp | 79.8%+15.2pp | 70.8%+24.2pp |
| Annual return | 14.73% | 17.77%-3.0pp | 52.62%-37.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $2,633 | $2,819-6.6% | $4,767-44.8% | $2,790-5.6% |
| Participant deferral / active EE | $2,017 | $3,349-39.8% | $5,856-65.6% | $4,249-52.5% |
| Admin fee / account holder | $470 | $6,627-92.9% | $20,388-97.7% | $8,951-94.7% |