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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 | $23,649 | $43,338-45.4% | $59,887-60.5% | $64,173-63.1% |
| Participation rate | 97.9% | 69.2%+28.7pp | 74.7%+23.2pp | 69.6%+28.3pp |
| Annual return | 12.71% | -1.55%+14.3pp | 3.46%+9.2pp | 7.63%+5.1pp |
| Employer contribution / active EE | $1,212 | $2,030-40.3% | $2,722-55.5% | $2,381-49.1% |
| Participant deferral / active EE | $1,554 | $2,547-39.0% | $3,402-54.3% | $3,470-55.2% |
| Admin fee / account holder | $831 | $3,007-72.4% | $3,591-76.9% | $4,887-83.0% |