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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 | $35,611 | $60,349-41.0% | $74,184-52.0% | $62,881-43.4% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.58% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $357 | $1,680-78.8% | $2,370-85.0% | $2,281-84.4% |
| Participant deferral / active EE | $1,426 | $2,856-50.1% | $3,550-59.8% | $3,203-55.5% |
| Admin fee / account holder | $1,032 | $4,261-75.8% | $5,586-81.5% | $4,296-76.0% |