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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 | $27,335 | $45,050-39.3% | $63,018-56.6% | $70,126-61.0% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 14.05% | 18.76%-4.7pp | 87.62%-73.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,962 | $2,052+44.3% | $2,761+7.3% | $2,343+26.4% |
| Participant deferral / active EE | $1,617 | $2,466-34.4% | $3,330-51.4% | $3,332-51.5% |
| Admin fee / account holder | $832 | $2,834-70.6% | $3,601-76.9% | $4,645-82.1% |