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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 | $26,912 | $39,132-31.2% | $57,196-52.9% | $62,881-57.2% |
| Participation rate | 89.6% | 70.5%+19.1pp | 75.3%+14.3pp | 69.3%+20.3pp |
| Annual return | 7.26% | 9.24%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,509 | $1,874-19.5% | $2,683-43.8% | $2,281-33.8% |
| Participant deferral / active EE | $1,098 | $2,374-53.7% | $3,096-64.5% | $3,203-65.7% |
| Admin fee / account holder | $378 | $2,594-85.4% | $3,141-88.0% | $4,296-91.2% |