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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 | $25,303 | $65,685-61.5% | $57,181-55.7% | $273,968-90.8% |
| Participation rate | 95.7% | 78.3%+17.3pp | 75.3%+20.3pp | 83.0%+12.6pp |
| Annual return | 7.32% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,556 | $3,279-52.6% | $2,682-42.0% | $4,869-68.0% |
| Participant deferral / active EE | $5,507 | $3,781+45.7% | $3,096+77.9% | $5,287+4.2% |
| Admin fee / account holder | $10,750 | $4,835+122.4% | $3,139+242.4% | $10,132+6.1% |