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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 | $30,657 | $58,828-47.9% | $78,002-60.7% | $62,881-51.2% |
| Participation rate | 91.2% | 71.1%+20.1pp | 75.5%+15.7pp | 69.3%+21.9pp |
| Annual return | 5.61% | 17.16%-11.6pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,783 | $1,672+6.6% | $2,470-27.8% | $2,281-21.8% |
| Participant deferral / active EE | $2,391 | $2,686-11.0% | $3,497-31.6% | $3,203-25.4% |
| Admin fee / account holder | $4,886 | $4,393+11.2% | $5,481-10.8% | $4,296+13.7% |