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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 | $23,963 | $93,064-74.3% | $74,577-67.9% | $273,970-91.3% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 4.34% | 26.18%-21.8pp | 20.47%-16.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,458 | $3,160-53.9% | $2,525-42.3% | $4,869-70.1% |
| Participant deferral / active EE | $2,304 | $4,160-44.6% | $3,458-33.4% | $5,287-56.4% |
| Admin fee / account holder | $5,277 | $5,273+0.1% | $4,138+27.5% | $10,132-47.9% |