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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 | $65,712-61.5% | $57,196-55.8% | $273,972-90.8% |
| Participation rate | 95.7% | 78.3%+17.3pp | 75.3%+20.3pp | 83.0%+12.6pp |
| Annual return | 7.32% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,556 | $3,280-52.6% | $2,683-42.0% | $4,869-68.0% |
| Participant deferral / active EE | $5,507 | $3,782+45.6% | $3,096+77.9% | $5,287+4.2% |
| Admin fee / account holder | $10,750 | $4,838+122.2% | $3,141+242.3% | $10,133+6.1% |