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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 | $68,838 | $72,269-4.7% | $101,271-32.0% | $79,852-13.8% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 16.88% | 22.29%-5.4pp | 46.48%-29.6pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,220 | $2,692-54.7% | $3,660-66.7% | $2,471-50.6% |
| Participant deferral / active EE | $1,758 | $3,282-46.4% | $4,371-59.8% | $3,740-53.0% |
| Admin fee / account holder | $910 | $4,401-79.3% | $5,948-84.7% | $5,306-82.8% |