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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 | $19,895 | $39,132-49.2% | $57,196-65.2% | $62,881-68.4% |
| Participation rate | 72.9% | 70.5%+2.4pp | 75.3%-2.4pp | 69.3%+3.6pp |
| Annual return | 9.23% | 9.24%0pp | 14.59%-5.4pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,915 | $1,874+2.2% | $2,683-28.6% | $2,281-16.0% |
| Participant deferral / active EE | $3,579 | $2,374+50.7% | $3,096+15.6% | $3,203+11.7% |
| Admin fee / account holder | $1,800 | $2,594-30.6% | $3,141-42.7% | $4,296-58.1% |