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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 | $21,265 | $52,306-59.3% | $69,779-69.5% | $62,881-66.2% |
| Participation rate | 97.9% | 67.2%+30.7pp | 71.8%+26.1pp | 69.3%+28.6pp |
| Annual return | 7.10% | 13.35%-6.3pp | 12.99%-5.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,325 | $1,799-26.3% | $2,338-43.3% | $2,281-41.9% |
| Participant deferral / active EE | $1,912 | $2,395-20.2% | $2,931-34.8% | $3,203-40.3% |
| Admin fee / account holder | $3,346 | $3,691-9.4% | $4,381-23.6% | $4,296-22.1% |