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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 | $22,456 | $56,894-60.5% | $84,753-73.5% | $62,881-64.3% |
| Participation rate | 79.4% | 68.5%+10.8pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,947 | $2,709+8.8% | $3,712-20.6% | $3,203-8.0% |
| Admin fee / account holder | $1,330 | $3,581-62.9% | $5,333-75.1% | $4,296-69.0% |