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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 | $17,712 | $43,333-59.1% | $59,883-70.4% | $64,181-72.4% |
| Participation rate | 97.0% | 69.2%+27.8pp | 74.7%+22.3pp | 69.6%+27.4pp |
| Annual return | 7.08% | -1.55%+8.6pp | 3.46%+3.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,990 | $2,029-2.0% | $2,722-26.9% | $2,381-16.4% |
| Participant deferral / active EE | $1,166 | $2,547-54.2% | $3,402-65.7% | $3,470-66.4% |
| Admin fee / account holder | $3,920 | $3,006+30.4% | $3,591+9.2% | $4,887-19.8% |