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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 | $28,120 | $39,132-28.1% | $57,196-50.8% | $62,881-55.3% |
| Participation rate | 76.7% | 70.5%+6.2pp | 75.3%+1.3pp | 69.3%+7.4pp |
| Annual return | 6.32% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $808 | $1,874-56.9% | $2,683-69.9% | $2,281-64.6% |
| Participant deferral / active EE | $1,218 | $2,374-48.7% | $3,096-60.7% | $3,203-62.0% |
| Admin fee / account holder | $1,987 | $2,594-23.4% | $3,141-36.7% | $4,296-53.7% |