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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 | $63,135 | $67,602-6.6% | $82,312-23.3% | $70,126-10.0% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 16.19% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $730 | $1,755-58.4% | $2,428-69.9% | $2,343-68.8% |
| Participant deferral / active EE | $2,729 | $2,987-8.6% | $3,706-26.4% | $3,332-18.1% |
| Admin fee / account holder | $2,332 | $4,512-48.3% | $5,608-58.4% | $4,645-49.8% |