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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 | $17,948 | $43,344-58.6% | $59,899-70.0% | $64,173-72.0% |
| Participation rate | 92.1% | 69.2%+22.9pp | 74.7%+17.4pp | 69.6%+22.5pp |
| Annual return | 5.92% | -1.55%+7.5pp | 3.46%+2.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $848 | $2,030-58.2% | $2,723-68.8% | $2,381-64.4% |
| Participant deferral / active EE | $1,448 | $2,547-43.2% | $3,402-57.4% | $3,470-58.3% |
| Admin fee / account holder | $463 | $3,008-84.6% | $3,592-87.1% | $4,887-90.5% |