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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 | $22,527 | $77,814-71.0% | $158,223-85.8% | $86,983-74.1% |
| Participation rate | 94.6% | 68.4%+26.2pp | 79.2%+15.4pp | 69.5%+25.1pp |
| Annual return | 14.48% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,208 | $2,592-53.4% | $4,109-70.6% | $2,584-53.3% |
| Participant deferral / active EE | $2,531 | $3,270-22.6% | $5,467-53.7% | $4,194-39.6% |
| Admin fee / account holder | $2,130 | $5,879-63.8% | $16,047-86.7% | $7,856-72.9% |