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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 | $30,113 | $41,377-27.2% | $109,313-72.5% | $62,881-52.1% |
| Participation rate | 79.3% | 57.5%+21.8pp | 71.3%+8.0pp | 69.3%+10.0pp |
| Annual return | 8.00% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $879 | $1,276-31.1% | $3,892-77.4% | $2,281-61.5% |
| Participant deferral / active EE | $3,627 | $2,045+77.3% | $3,166+14.5% | $3,203+13.2% |
| Admin fee / account holder | $870 | $2,884-69.8% | $5,666-84.7% | $4,296-79.8% |