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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 | $26,664 | $99,343-73.2% | $84,751-68.5% | $273,968-90.3% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 15.92% | 22.93%-7.0pp | 22.78%-6.9pp | 41.45%-25.5pp |
| Employer contribution / active EE | $2,778 | $4,214-34.1% | $3,574-22.3% | $4,869-42.9% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,666 | $6,645-74.9% | $5,333-68.8% | $10,132-83.6% |