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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 | $27,439 | $45,082-39.1% | $69,464-60.5% | $72,975-62.4% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.6%+17.8pp | 69.5%+23.0pp |
| Annual return | 10.12% | 22.66%-12.5pp | 28.98%-18.9pp | 81.01%-70.9pp |
| Employer contribution / active EE | $1,580 | $2,055-23.1% | $2,779-43.1% | $2,440-35.2% |
| Participant deferral / active EE | $1,459 | $2,604-44.0% | $3,536-58.7% | $3,608-59.6% |
| Admin fee / account holder | $1,927 | $3,057-37.0% | $3,840-49.8% | $5,124-62.4% |