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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 | $18,476 | $52,306-64.7% | $69,779-73.5% | $62,881-70.6% |
| Participation rate | 97.3% | 67.2%+30.1pp | 71.8%+25.5pp | 69.3%+28.0pp |
| Annual return | 8.65% | 13.35%-4.7pp | 12.99%-4.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,053 | $1,799+14.1% | $2,338-12.2% | $2,281-10.0% |
| Participant deferral / active EE | $2,903 | $2,395+21.2% | $2,931-0.9% | $3,203-9.4% |
| Admin fee / account holder | $1,237 | $3,691-66.5% | $4,381-71.8% | $4,296-71.2% |