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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 | $20,796 | $57,828-64.0% | $117,039-82.2% | $70,124-70.3% |
| Participation rate | 89.7% | 67.1%+22.5pp | 77.2%+12.5pp | 69.5%+20.1pp |
| Annual return | 14.02% | 17.55%-3.5pp | 18.95%-4.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,343 | $1,816-26.0% | $3,785-64.5% | $2,342-42.7% |
| Participant deferral / active EE | $1,985 | $2,438-18.6% | $3,929-49.5% | $3,332-40.4% |
| Admin fee / account holder | $1,114 | $3,548-68.6% | $5,974-81.4% | $4,645-76.0% |