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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 | $25,134 | $43,344-42.0% | $59,899-58.0% | $64,173-60.8% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | 4.81% | -1.55%+6.4pp | 3.46%+1.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $1,068 | $2,030-47.4% | $2,723-60.8% | $2,381-55.1% |
| Participant deferral / active EE | $1,791 | $2,547-29.7% | $3,402-47.4% | $3,470-48.4% |
| Admin fee / account holder | $4,404 | $3,008+46.4% | $3,592+22.6% | $4,887-9.9% |