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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 | $20,205 | $46,072-56.1% | $69,779-71.0% | $55,167-63.4% |
| Participation rate | 91.5% | 67.5%+24.0pp | 71.8%+19.6pp | 69.0%+22.5pp |
| Annual return | 7.35% | 8.68%-1.3pp | 12.99%-5.6pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,370 | $1,500-8.7% | $2,338-41.4% | $1,963-30.2% |
| Participant deferral / active EE | $3,571 | $2,344+52.4% | $2,931+21.9% | $3,054+16.9% |
| Admin fee / account holder | $3,688 | $428+762.5% | $4,381-15.8% | $504+631.9% |