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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 | $55,026 | $69,977-21.4% | $108,582-49.3% | $62,881-12.5% |
| Participation rate | 92.9% | 72.9%+20.0pp | 79.6%+13.3pp | 69.3%+23.6pp |
| Annual return | 6.97% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,298 | $2,135-39.2% | $3,758-65.5% | $2,281-43.1% |
| Participant deferral / active EE | $2,814 | $3,165-11.1% | $4,311-34.7% | $3,203-12.2% |
| Admin fee / account holder | $762 | $5,076-85.0% | $7,645-90.0% | $4,296-82.3% |