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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 | $19,749 | $56,894-65.3% | $84,753-76.7% | $62,881-68.6% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 5.91% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $929 | $2,400-61.3% | $3,574-74.0% | $2,281-59.3% |
| Participant deferral / active EE | $2,696 | $2,709-0.5% | $3,712-27.4% | $3,203-15.8% |
| Admin fee / account holder | $1,255 | $3,581-64.9% | $5,333-76.5% | $4,296-70.8% |