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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 | $28,344 | $45,082-37.1% | $69,464-59.2% | $72,975-61.2% |
| Participation rate | 93.9% | 68.5%+25.4pp | 74.6%+19.3pp | 69.5%+24.5pp |
| Annual return | 22.82% | 22.66%+0.2pp | 28.98%-6.2pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,909 | $2,055-7.1% | $2,779-31.3% | $2,440-21.8% |
| Participant deferral / active EE | $1,401 | $2,604-46.2% | $3,536-60.4% | $3,608-61.2% |
| Admin fee / account holder | $2,064 | $3,057-32.5% | $3,840-46.2% | $5,124-59.7% |