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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 | $22,273 | $81,504-72.7% | $102,437-78.3% | $80,959-72.5% |
| Participation rate | 80.4% | 66.9%+13.5pp | 74.5%+5.9pp | 67.7%+12.7pp |
| Annual return | 11.26% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,784 | $3,104-42.5% | $3,871-53.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,377 | $3,871-12.8% | $5,060-33.3% | $4,300-21.5% |
| Admin fee / account holder | $6,113 | $6,719-9.0% | $8,388-27.1% | $6,925-11.7% |