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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 | $32,884 | $52,580-37.5% | $71,671-54.1% | $70,126-53.1% |
| Participation rate | 90.3% | 60.9%+29.4pp | 68.7%+21.6pp | 69.5%+20.8pp |
| Annual return | 15.03% | 20.25%-5.2pp | 20.65%-5.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $3,207 | $1,616+98.5% | $2,460+30.4% | $2,343+36.9% |
| Participant deferral / active EE | $1,911 | $2,386-19.9% | $3,438-44.4% | $3,332-42.6% |
| Admin fee / account holder | $1,111 | $3,653-69.6% | $5,558-80.0% | $4,645-76.1% |