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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 | $5,432 | $37,156-85.4% | $83,854-93.5% | $86,983-93.8% |
| Participation rate | 80.8% | 49.1%+31.7pp | 59.1%+21.7pp | 69.5%+11.2pp |
| Annual return | 23.06% | 29.88%-6.8pp | 31.39%-8.3pp | 25.83%-2.8pp |
| Employer contribution / active EE | $865 | $661+30.9% | $1,017-15.0% | $2,584-66.5% |
| Participant deferral / active EE | $1,979 | $1,418+39.6% | $2,035-2.8% | $4,194-52.8% |
| Admin fee / account holder | $506 | $2,510-79.8% | $3,197-84.2% | $7,856-93.6% |