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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 | $18,455 | $39,132-52.8% | $57,196-67.7% | $62,881-70.7% |
| Participation rate | 84.2% | 70.5%+13.7pp | 75.3%+8.9pp | 69.3%+14.9pp |
| Annual return | 4.79% | 9.24%-4.5pp | 14.59%-9.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $685 | $1,874-63.4% | $2,683-74.5% | $2,281-69.9% |
| Participant deferral / active EE | $1,536 | $2,374-35.3% | $3,096-50.4% | $3,203-52.1% |
| Admin fee / account holder | $894 | $2,594-65.5% | $3,141-71.5% | $4,296-79.2% |