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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 | $19,863 | $52,306-62.0% | $69,779-71.5% | $62,881-68.4% |
| Participation rate | 98.0% | 67.2%+30.8pp | 71.8%+26.2pp | 69.3%+28.7pp |
| Annual return | 7.25% | 13.35%-6.1pp | 12.99%-5.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,283 | $1,799-28.7% | $2,338-45.1% | $2,281-43.7% |
| Participant deferral / active EE | $2,408 | $2,395+0.6% | $2,931-17.8% | $3,203-24.8% |
| Admin fee / account holder | $1,136 | $3,691-69.2% | $4,381-74.1% | $4,296-73.6% |