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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 | $18,554 | $63,773-70.9% | $81,286-77.2% | $80,925-77.1% |
| Participation rate | 74.4% | 63.9%+10.4pp | 69.5%+4.8pp | 67.7%+6.7pp |
| Annual return | 13.43% | 16.37%-2.9pp | 24.80%-11.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,109 | $1,979-44.0% | $2,463-55.0% | $2,756-59.8% |
| Participant deferral / active EE | $2,063 | $3,093-33.3% | $3,883-46.9% | $4,299-52.0% |
| Admin fee / account holder | $6,135 | $5,682+8.0% | $5,764+6.4% | $6,940-11.6% |