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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 | $13,356 | $39,132-65.9% | $57,196-76.6% | $62,881-78.8% |
| Participation rate | 78.0% | 70.5%+7.5pp | 75.3%+2.6pp | 69.3%+8.7pp |
| Annual return | 6.15% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $761 | $1,874-59.4% | $2,683-71.6% | $2,281-66.6% |
| Participant deferral / active EE | $2,421 | $2,374+1.9% | $3,096-21.8% | $3,203-24.4% |
| Admin fee / account holder | $431 | $2,594-83.4% | $3,141-86.3% | $4,296-90.0% |