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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 | $19,822 | $39,132-49.3% | $57,196-65.3% | $62,881-68.5% |
| Participation rate | 95.0% | 70.5%+24.5pp | 75.3%+19.7pp | 69.3%+25.7pp |
| Annual return | 6.31% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $776 | $1,874-58.6% | $2,683-71.1% | $2,281-66.0% |
| Participant deferral / active EE | $2,412 | $2,374+1.6% | $3,096-22.1% | $3,203-24.7% |
| Admin fee / account holder | $14,882 | $2,594+473.7% | $3,141+373.9% | $4,296+246.4% |