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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 | $33,455 | $81,504-59.0% | $102,437-67.3% | $80,959-58.7% |
| Participation rate | 96.0% | 66.9%+29.1pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 10.96% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,395 | $3,104-55.0% | $3,871-64.0% | $2,757-49.4% |
| Participant deferral / active EE | $2,211 | $3,871-42.9% | $5,060-56.3% | $4,300-48.6% |
| Admin fee / account holder | $1,025 | $6,719-84.7% | $8,388-87.8% | $6,925-85.2% |