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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 | $29,854 | $86,050-65.3% | $189,758-84.3% | $94,015-68.2% |
| Participation rate | 93.9% | 68.9%+25.0pp | 79.8%+14.1pp | 70.8%+23.1pp |
| Annual return | 16.11% | 17.77%-1.7pp | 52.62%-36.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,247 | $2,819-55.8% | $4,767-73.8% | $2,790-55.3% |
| Participant deferral / active EE | $2,165 | $3,349-35.3% | $5,856-63.0% | $4,249-49.0% |
| Admin fee / account holder | $1,264 | $6,627-80.9% | $20,388-93.8% | $8,951-85.9% |