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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 | $14,042 | $43,075-67.4% | $74,577-81.2% | $62,881-77.7% |
| Participation rate | 82.9% | 58.1%+24.8pp | 68.1%+14.7pp | 69.3%+13.6pp |
| Annual return | 9.29% | 17.50%-8.2pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,575 | $1,498+5.2% | $2,525-37.6% | $2,281-30.9% |
| Participant deferral / active EE | $2,576 | $2,389+7.8% | $3,458-25.5% | $3,203-19.6% |
| Admin fee / account holder | $514 | $2,840-81.9% | $4,138-87.6% | $4,296-88.0% |