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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 | $18,607 | $58,587-68.2% | $83,322-77.7% | $64,173-71.0% |
| Participation rate | 93.9% | 72.0%+21.9pp | 77.8%+16.2pp | 69.6%+24.4pp |
| Annual return | 1.56% | 9.65%-8.1pp | 10.64%-9.1pp | 7.63%-6.1pp |
| Employer contribution / active EE | $7,127 | $2,098+239.6% | $3,379+110.9% | $2,381+199.3% |
| Participant deferral / active EE | $9,593 | $4,654+106.1% | $5,565+72.4% | $3,470+176.5% |
| Admin fee / account holder | $1,353 | $9,279-85.4% | $7,540-82.1% | $4,887-72.3% |