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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 | $26,655 | $60,349-55.8% | $74,184-64.1% | $62,881-57.6% |
| Participation rate | 86.4% | 72.7%+13.6pp | 76.6%+9.7pp | 69.3%+17.1pp |
| Annual return | 6.37% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,283 | $1,680+35.9% | $2,370-3.7% | $2,281+0.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,586 | $4,261-15.8% | $5,586-35.8% | $4,296-16.5% |