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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 | $17,530 | $39,132-55.2% | $57,196-69.4% | $62,881-72.1% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.6pp | 69.3%+19.6pp |
| Annual return | 6.83% | 9.24%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,697 | $1,874+150.6% | $2,683+75.1% | $2,281+105.9% |
| Participant deferral / active EE | $2,172 | $2,374-8.5% | $3,096-29.8% | $3,203-32.2% |
| Admin fee / account holder | $2,448 | $2,594-5.6% | $3,141-22.1% | $4,296-43.0% |