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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 | $15,327 | $39,132-60.8% | $57,196-73.2% | $62,881-75.6% |
| Participation rate | 84.3% | 70.5%+13.8pp | 75.3%+9.0pp | 69.3%+15.0pp |
| Annual return | 6.85% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,342 | $1,874-28.4% | $2,683-50.0% | $2,281-41.2% |
| Participant deferral / active EE | $1,666 | $2,374-29.8% | $3,096-46.2% | $3,203-48.0% |
| Admin fee / account holder | $1,257 | $2,594-51.5% | $3,141-60.0% | $4,296-70.7% |