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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 | $23,516 | $60,349-61.0% | $74,184-68.3% | $62,881-62.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 6.58% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,188 | $1,680-29.3% | $2,370-49.9% | $2,281-47.9% |
| Participant deferral / active EE | $2,951 | $2,856+3.3% | $3,550-16.9% | $3,203-7.9% |
| Admin fee / account holder | $965 | $4,261-77.3% | $5,586-82.7% | $4,296-77.5% |