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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 | $26,176 | $45,041-41.9% | $63,003-58.5% | $70,131-62.7% |
| Participation rate | 94.7% | 69.5%+25.1pp | 74.8%+19.9pp | 69.5%+25.1pp |
| Annual return | 14.12% | 18.76%-4.6pp | 87.59%-73.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,197 | $2,052-41.7% | $2,760-56.6% | $2,342-48.9% |
| Participant deferral / active EE | $2,235 | $2,465-9.3% | $3,329-32.9% | $3,332-32.9% |
| Admin fee / account holder | $2,680 | $2,836-5.5% | $3,600-25.6% | $4,645-42.3% |