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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 | $22,208 | $43,344-48.8% | $59,899-62.9% | $64,173-65.4% |
| Participation rate | 97.1% | 69.2%+27.9pp | 74.7%+22.4pp | 69.6%+27.5pp |
| Annual return | 30.18% | -1.55%+31.7pp | 3.46%+26.7pp | 7.63%+22.5pp |
| Employer contribution / active EE | $2,063 | $2,030+1.6% | $2,723-24.2% | $2,381-13.4% |
| Participant deferral / active EE | $1,455 | $2,547-42.9% | $3,402-57.2% | $3,470-58.1% |
| Admin fee / account holder | $841 | $3,008-72.0% | $3,592-76.6% | $4,887-82.8% |