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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 | $41,509 | $39,132+6.1% | $57,196-27.4% | $62,881-34.0% |
| Participation rate | 93.0% | 70.5%+22.5pp | 75.3%+17.7pp | 69.3%+23.7pp |
| Annual return | 9.28% | 9.24%0pp | 14.59%-5.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $897 | $1,874-52.1% | $2,683-66.5% | $2,281-60.7% |
| Participant deferral / active EE | $1,628 | $2,374-31.4% | $3,096-47.4% | $3,203-49.2% |
| Admin fee / account holder | $5,425 | $2,594+109.1% | $3,141+72.7% | $4,296+26.3% |