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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 | $28,283 | $49,025-42.3% | $87,502-67.7% | $62,881-55.0% |
| Participation rate | 83.0% | 64.9%+18.1pp | 73.8%+9.1pp | 69.3%+13.7pp |
| Annual return | 5.97% | 10.02%-4.0pp | 12.21%-6.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,286 | $2,289+43.5% | $3,149+4.4% | $3,203+2.6% |
| Admin fee / account holder | $721 | $4,065-82.3% | $4,221-82.9% | $4,296-83.2% |