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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 | $31,785 | $56,054-43.3% | $171,082-81.4% | $62,881-49.5% |
| Participation rate | 98.2% | 62.9%+35.3pp | 76.7%+21.5pp | 69.3%+28.9pp |
| Annual return | 6.52% | 22.52%-16.0pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,214 | $1,731-29.9% | $4,002-69.7% | $2,281-46.8% |
| Participant deferral / active EE | $2,190 | $3,158-30.6% | $4,797-54.3% | $3,203-31.6% |
| Admin fee / account holder | $1,774 | $3,647-51.3% | $8,520-79.2% | $4,296-58.7% |