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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 | $30,508 | $124,425-75.5% | $112,040-72.8% | $137,256-77.8% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 15.37% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,832 | $3,411-46.3% | $2,954-38.0% | $4,156-55.9% |
| Participant deferral / active EE | $2,407 | $5,718-57.9% | $5,098-52.8% | $6,407-62.4% |
| Admin fee / account holder | $912 | $15,207-94.0% | $12,098-92.5% | $12,270-92.6% |