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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 | $24,955 | $73,787-66.2% | $98,716-74.7% | $82,448-69.7% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.3%+28.3pp | 68.1%+29.5pp |
| Annual return | 13.72% | 18.57%-4.8pp | 31.81%-18.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,554 | $1,511+2.8% | $2,279-31.8% | $2,551-39.1% |
| Participant deferral / active EE | $2,235 | $3,081-27.5% | $4,048-44.8% | $4,139-46.0% |
| Admin fee / account holder | $1,768 | $6,500-72.8% | $8,703-79.7% | $7,234-75.6% |