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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 | $21,085 | $45,050-53.2% | $63,018-66.5% | $70,126-69.9% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 14.62% | 18.76%-4.1pp | 87.62%-73.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,144 | $2,052-44.2% | $2,761-58.5% | $2,343-51.1% |
| Participant deferral / active EE | $1,548 | $2,466-37.2% | $3,330-53.5% | $3,332-53.6% |
| Admin fee / account holder | $2,378 | $2,834-16.1% | $3,601-34.0% | $4,645-48.8% |