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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 | $17,739 | $58,587-69.7% | $83,322-78.7% | $64,173-72.4% |
| Participation rate | 70.4% | 72.0%-1.7pp | 77.8%-7.4pp | 69.6%+0.8pp |
| Annual return | 3.45% | 9.65%-6.2pp | 10.64%-7.2pp | 7.63%-4.2pp |
| Employer contribution / active EE | $2,238 | $2,098+6.7% | $3,379-33.8% | $2,381-6.0% |
| Participant deferral / active EE | $2,776 | $4,654-40.3% | $5,565-50.1% | $3,470-20.0% |
| Admin fee / account holder | $986 | $9,279-89.4% | $7,540-86.9% | $4,887-79.8% |