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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 | $22,192 | $39,132-43.3% | $57,196-61.2% | $62,881-64.7% |
| Participation rate | 97.4% | 70.5%+27.0pp | 75.3%+22.1pp | 69.3%+28.1pp |
| Annual return | 7.19% | 9.24%-2.0pp | 14.59%-7.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $557 | $1,874-70.3% | $2,683-79.2% | $2,281-75.6% |
| Participant deferral / active EE | $1,917 | $2,374-19.3% | $3,096-38.1% | $3,203-40.1% |
| Admin fee / account holder | $1,004 | $2,594-61.3% | $3,141-68.0% | $4,296-76.6% |