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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 | $25,546 | $65,685-61.1% | $57,181-55.3% | $273,968-90.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 6.98% | 21.99%-15.0pp | 14.59%-7.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $633 | $3,279-80.7% | $2,682-76.4% | $4,869-87.0% |
| Participant deferral / active EE | $1,429 | $3,781-62.2% | $3,096-53.9% | $5,287-73.0% |
| Admin fee / account holder | $1,907 | $4,835-60.6% | $3,139-39.3% | $10,132-81.2% |