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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 | $8,722 | $57,119-84.7% | $85,187-89.8% | $80,935-89.2% |
| Participation rate | 77.5% | 56.4%+21.1pp | 67.5%+10.0pp | 67.7%+9.8pp |
| Annual return | 12.82% | 21.70%-8.9pp | 66.67%-53.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,877 | $1,802+4.2% | $2,732-31.3% | $2,757-31.9% |
| Participant deferral / active EE | $1,867 | $3,115-40.0% | $4,525-58.7% | $4,299-56.6% |
| Admin fee / account holder | $1,723 | $4,990-65.5% | $6,162-72.0% | $6,924-75.1% |