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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 | $31,165 | $124,425-75.0% | $112,040-72.2% | $137,256-77.3% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 14.83% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,796 | $3,411-47.3% | $2,954-39.2% | $4,156-56.8% |
| Participant deferral / active EE | $3,956 | $5,718-30.8% | $5,098-22.4% | $6,407-38.3% |
| Admin fee / account holder | $560 | $15,207-96.3% | $12,098-95.4% | $12,270-95.4% |