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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 | $15,754 | $45,087-65.1% | $69,483-77.3% | $72,976-78.4% |
| Participation rate | 95.2% | 68.5%+26.8pp | 74.6%+20.6pp | 69.5%+25.7pp |
| Annual return | 6.49% | 22.67%-16.2pp | 28.99%-22.5pp | 81.02%-74.5pp |
| Employer contribution / active EE | $755 | $2,055-63.2% | $2,780-72.8% | $2,440-69.0% |
| Participant deferral / active EE | $2,202 | $2,603-15.4% | $3,537-37.7% | $3,608-39.0% |
| Admin fee / account holder | $590 | $3,057-80.7% | $3,841-84.6% | $5,124-88.5% |