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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 | $22,066 | $43,344-49.1% | $59,899-63.2% | $64,173-65.6% |
| Participation rate | 91.9% | 69.2%+22.7pp | 74.7%+17.2pp | 69.6%+22.3pp |
| Annual return | 9.40% | -1.55%+11.0pp | 3.46%+5.9pp | 7.63%+1.8pp |
| Employer contribution / active EE | $765 | $2,030-62.3% | $2,723-71.9% | $2,381-67.9% |
| Participant deferral / active EE | $1,295 | $2,547-49.2% | $3,402-62.0% | $3,470-62.7% |
| Admin fee / account holder | $2,175 | $3,008-27.7% | $3,592-39.4% | $4,887-55.5% |