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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 | $38,710 | $60,349-35.9% | $74,184-47.8% | $62,881-38.4% |
| Participation rate | 70.0% | 72.7%-2.7pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 8.89% | 21.38%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,506 | $2,856-47.3% | $3,550-57.6% | $3,203-53.0% |
| Admin fee / account holder | $547 | $4,261-87.2% | $5,586-90.2% | $4,296-87.3% |