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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 | $27,607 | $60,349-54.3% | $74,184-62.8% | $62,881-56.1% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 8.51% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $698 | $1,680-58.5% | $2,370-70.5% | $2,281-69.4% |
| Participant deferral / active EE | $2,589 | $2,856-9.4% | $3,550-27.1% | $3,203-19.2% |
| Admin fee / account holder | $496 | $4,261-88.4% | $5,586-91.1% | $4,296-88.5% |