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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 | $33,356 | $45,041-25.9% | $63,003-47.1% | $70,131-52.4% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 13.15% | 18.76%-5.6pp | 87.59%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $903 | $2,052-56.0% | $2,760-67.3% | $2,342-61.5% |
| Participant deferral / active EE | $2,084 | $2,465-15.5% | $3,329-37.4% | $3,332-37.5% |
| Admin fee / account holder | $810 | $2,836-71.4% | $3,600-77.5% | $4,645-82.6% |