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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 | $26,707 | $39,132-31.8% | $57,196-53.3% | $62,881-57.5% |
| Participation rate | 89.3% | 70.5%+18.8pp | 75.3%+14.0pp | 69.3%+20.0pp |
| Annual return | 5.84% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,551 | $1,874-17.2% | $2,683-42.2% | $2,281-32.0% |
| Participant deferral / active EE | $6,287 | $2,374+164.8% | $3,096+103.1% | $3,203+96.3% |
| Admin fee / account holder | $1,030 | $2,594-60.3% | $3,141-67.2% | $4,296-76.0% |