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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 | $25,339 | $61,660-58.9% | $80,022-68.3% | $64,173-60.5% |
| Participation rate | 91.5% | 71.7%+19.9pp | 75.8%+15.7pp | 69.6%+22.0pp |
| Annual return | 5.72% | -0.33%+6.0pp | 11.22%-5.5pp | 7.63%-1.9pp |
| Employer contribution / active EE | $1,155 | $1,810-36.2% | $2,468-53.2% | $2,381-51.5% |
| Participant deferral / active EE | $2,349 | $2,968-20.8% | $3,686-36.3% | $3,470-32.3% |
| Admin fee / account holder | $3,229 | $5,417-40.4% | $6,521-50.5% | $4,887-33.9% |