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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 | $30,308 | $68,852-56.0% | $120,524-74.9% | $80,925-62.5% |
| Participation rate | 97.7% | 61.6%+36.0pp | 71.9%+25.7pp | 67.7%+30.0pp |
| Annual return | 10.93% | 23.67%-12.7pp | 107.36%-96.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,399 | $2,063+16.3% | $3,469-30.8% | $2,756-13.0% |
| Participant deferral / active EE | $2,065 | $3,187-35.2% | $4,994-58.6% | $4,299-52.0% |
| Admin fee / account holder | $3,474 | $5,781-39.9% | $9,440-63.2% | $6,940-49.9% |