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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 | $25,314 | $48,078-47.3% | $78,676-67.8% | $62,881-59.7% |
| Participation rate | 83.1% | 65.2%+17.8pp | 73.6%+9.5pp | 69.3%+13.7pp |
| Annual return | 6.78% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $869 | $2,015-56.9% | $2,850-69.5% | $2,281-61.9% |
| Participant deferral / active EE | $2,491 | $2,587-3.7% | $3,517-29.2% | $3,203-22.2% |
| Admin fee / account holder | $954 | $3,206-70.3% | $4,510-78.9% | $4,296-77.8% |