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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 | $6,913 | $36,948-81.3% | $73,658-90.6% | $87,485-92.1% |
| Participation rate | 89.5% | 46.8%+42.7pp | 57.0%+32.4pp | 68.9%+20.5pp |
| Annual return | 21.97% | 28.64%-6.7pp | 29.72%-7.7pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,655 | $670+147.1% | $1,032+60.4% | $2,596-36.2% |
| Participant deferral / active EE | $2,788 | $1,379+102.2% | $2,062+35.2% | $4,274-34.8% |
| Admin fee / account holder | $707 | $2,531-72.1% | $3,357-78.9% | $7,775-90.9% |