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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 | $16,214 | $39,132-58.6% | $57,196-71.7% | $62,881-74.2% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 6.13% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $656 | $1,874-65.0% | $2,683-75.6% | $2,281-71.2% |
| Participant deferral / active EE | $1,386 | $2,374-41.6% | $3,096-55.2% | $3,203-56.7% |
| Admin fee / account holder | $4,084 | $2,594+57.4% | $3,141+30.0% | $4,296-4.9% |