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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 | $76,834-67.5% | $108,359-77.0% | $87,485-71.5% |
| Participation rate | 97.6% | 61.7%+35.9pp | 70.1%+27.5pp | 68.9%+28.7pp |
| Annual return | 13.72% | 19.09%-5.4pp | 36.89%-23.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,554 | $1,556-0.2% | $2,399-35.3% | $2,596-40.2% |
| Participant deferral / active EE | $2,235 | $3,100-27.9% | $4,137-46.0% | $4,274-47.7% |
| Admin fee / account holder | $1,768 | $6,537-72.9% | $9,741-81.8% | $7,775-77.3% |