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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 | $28,199 | $43,338-34.9% | $59,887-52.9% | $64,173-56.1% |
| Participation rate | 96.2% | 69.2%+27.0pp | 74.7%+21.5pp | 69.6%+26.6pp |
| Annual return | 10.91% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $7,471 | $2,030+268.0% | $2,722+174.4% | $2,381+213.8% |
| Participant deferral / active EE | $3,014 | $2,547+18.3% | $3,402-11.4% | $3,470-13.1% |
| Admin fee / account holder | $1,034 | $3,007-65.6% | $3,591-71.2% | $4,887-78.8% |