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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 | $18,690 | $56,054-66.7% | $171,082-89.1% | $62,881-70.3% |
| Participation rate | 94.7% | 62.9%+31.9pp | 76.7%+18.0pp | 69.3%+25.4pp |
| Annual return | 7.88% | 22.52%-14.6pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,549 | $1,731-10.5% | $4,002-61.3% | $2,281-32.1% |
| Participant deferral / active EE | $3,912 | $3,158+23.9% | $4,797-18.5% | $3,203+22.1% |
| Admin fee / account holder | $1,940 | $3,647-46.8% | $8,520-77.2% | $4,296-54.8% |