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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 | $30,099 | $86,949-65.4% | $102,460-70.6% | $80,959-62.8% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.7%+29.8pp |
| Annual return | 11.38% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,264 | $2,370-46.6% | $3,025-58.2% | $2,757-54.1% |
| Participant deferral / active EE | $2,179 | $4,121-47.1% | $5,056-56.9% | $4,300-49.3% |
| Admin fee / account holder | $4,731 | $8,048-41.2% | $9,460-50.0% | $6,925-31.7% |