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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 | $30,817 | $81,358-62.1% | $155,556-80.2% | $80,959-61.9% |
| Participation rate | 90.0% | 66.3%+23.7pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 13.25% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $700 | $3,106-77.5% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $5,771 | $3,455+67.0% | $5,631+2.5% | $4,300+34.2% |
| Admin fee / account holder | $15,002 | $7,994+87.7% | $15,885-5.6% | $6,925+116.6% |