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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 | $57,312 | $99,345-42.3% | $84,753-32.4% | $273,972-79.1% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 8.24% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $667 | $4,214-84.2% | $3,574-81.3% | $4,869-86.3% |
| Participant deferral / active EE | $2,013 | $4,270-52.9% | $3,712-45.8% | $5,287-61.9% |
| Admin fee / account holder | $402 | $6,645-93.9% | $5,333-92.5% | $10,133-96.0% |