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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 | $24,433 | $56,894-57.1% | $84,753-71.2% | $62,881-61.1% |
| Participation rate | 84.4% | 68.5%+15.8pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 7.06% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,032 | $2,400-57.0% | $3,574-71.1% | $2,281-54.8% |
| Participant deferral / active EE | $3,947 | $2,709+45.7% | $3,712+6.3% | $3,203+23.2% |
| Admin fee / account holder | $1,415 | $3,581-60.5% | $5,333-73.5% | $4,296-67.1% |