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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 | $22,306 | $45,041-50.5% | $63,003-64.6% | $70,131-68.2% |
| Participation rate | 92.2% | 69.5%+22.7pp | 74.8%+17.4pp | 69.5%+22.7pp |
| Annual return | 19.71% | 18.76%+1.0pp | 87.59%-67.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,541 | $2,052-24.9% | $2,760-44.2% | $2,342-34.2% |
| Participant deferral / active EE | $3,402 | $2,465+38.0% | $3,329+2.2% | $3,332+2.1% |
| Admin fee / account holder | $1,070 | $2,836-62.3% | $3,600-70.3% | $4,645-77.0% |