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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 | $25,251 | $43,075-41.4% | $74,577-66.1% | $62,881-59.8% |
| Participation rate | 90.7% | 58.1%+32.6pp | 68.1%+22.6pp | 69.3%+21.4pp |
| Annual return | 7.01% | 17.50%-10.5pp | 20.47%-13.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $868 | $1,498-42.1% | $2,525-65.6% | $2,281-62.0% |
| Participant deferral / active EE | $2,749 | $2,389+15.1% | $3,458-20.5% | $3,203-14.2% |
| Admin fee / account holder | $1,178 | $2,840-58.5% | $4,138-71.5% | $4,296-72.6% |