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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 | $28,985 | $43,075-32.7% | $74,577-61.1% | $62,881-53.9% |
| Participation rate | 87.8% | 58.1%+29.8pp | 68.1%+19.7pp | 69.3%+18.5pp |
| Annual return | 7.72% | 17.50%-9.8pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,408 | $1,498+60.8% | $2,525-4.6% | $2,281+5.6% |
| Participant deferral / active EE | $759 | $2,389-68.2% | $3,458-78.1% | $3,203-76.3% |
| Admin fee / account holder | $5,047 | $2,840+77.7% | $4,138+22.0% | $4,296+17.5% |