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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 | $26,119 | $60,349-56.7% | $74,184-64.8% | $62,881-58.5% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 6.04% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $708 | $1,680-57.9% | $2,370-70.1% | $2,281-69.0% |
| Participant deferral / active EE | $1,701 | $2,856-40.4% | $3,550-52.1% | $3,203-46.9% |
| Admin fee / account holder | $431 | $4,261-89.9% | $5,586-92.3% | $4,296-90.0% |