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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 | $24,594 | $43,075-42.9% | $74,577-67.0% | $62,881-60.9% |
| Participation rate | 77.3% | 58.1%+19.2pp | 68.1%+9.2pp | 69.3%+8.0pp |
| Annual return | 6.95% | 17.50%-10.6pp | 20.47%-13.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,877 | $1,498+25.4% | $2,525-25.7% | $2,281-17.7% |
| Participant deferral / active EE | $3,081 | $2,389+28.9% | $3,458-10.9% | $3,203-3.8% |
| Admin fee / account holder | $1,170 | $2,840-58.8% | $4,138-71.7% | $4,296-72.8% |