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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 | $23,050 | $43,075-46.5% | $74,583-69.1% | $62,891-63.3% |
| Participation rate | 90.5% | 58.1%+32.4pp | 68.1%+22.4pp | 69.3%+21.2pp |
| Annual return | 6.47% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,222 | $1,498-18.4% | $2,525-51.6% | $2,281-46.4% |
| Participant deferral / active EE | $2,858 | $2,389+19.6% | $3,458-17.4% | $3,203-10.8% |
| Admin fee / account holder | $805 | $2,840-71.7% | $4,138-80.6% | $4,296-81.3% |