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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 | $18,403 | $56,894-67.7% | $84,753-78.3% | $62,881-70.7% |
| Participation rate | 79.4% | 68.5%+10.9pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 9.79% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,712 | $2,400-28.7% | $3,574-52.1% | $2,281-25.0% |
| Participant deferral / active EE | $2,239 | $2,709-17.4% | $3,712-39.7% | $3,203-30.1% |
| Admin fee / account holder | $412 | $3,581-88.5% | $5,333-92.3% | $4,296-90.4% |