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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 | $17,744 | $96,956-81.7% | $69,779-74.6% | $273,972-93.5% |
| Participation rate | 89.5% | 77.1%+12.4pp | 71.8%+17.6pp | 83.0%+6.5pp |
| Annual return | 3.22% | 12.93%-9.7pp | 12.99%-9.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,505 | $3,316-54.6% | $2,338-35.6% | $4,869-69.1% |
| Participant deferral / active EE | $3,199 | $3,744-14.6% | $2,931+9.2% | $5,287-39.5% |
| Admin fee / account holder | $819 | $7,934-89.7% | $4,381-81.3% | $10,133-91.9% |