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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 | $26,554 | $60,349-56.0% | $74,184-64.2% | $62,881-57.8% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 6.91% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,238 | $1,680-26.3% | $2,370-47.8% | $2,281-45.7% |
| Participant deferral / active EE | $2,310 | $2,856-19.1% | $3,550-34.9% | $3,203-27.9% |
| Admin fee / account holder | $1,735 | $4,261-59.3% | $5,586-68.9% | $4,296-59.6% |