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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 | $24,115 | $39,132-38.4% | $57,196-57.8% | $62,881-61.6% |
| Participation rate | 98.1% | 70.5%+27.7pp | 75.3%+22.8pp | 69.3%+28.8pp |
| Annual return | 2.59% | 9.24%-6.6pp | 14.59%-12.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,549 | $1,874-17.3% | $2,683-42.2% | $2,281-32.1% |
| Participant deferral / active EE | $2,841 | $2,374+19.7% | $3,096-8.2% | $3,203-11.3% |
| Admin fee / account holder | $1,633 | $2,594-37.0% | $3,141-48.0% | $4,296-62.0% |