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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 | $37,760 | $60,349-37.4% | $74,184-49.1% | $62,881-40.0% |
| Participation rate | 75.6% | 72.7%+2.8pp | 76.6%-1.1pp | 69.3%+6.3pp |
| Annual return | 6.31% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $495 | $1,680-70.6% | $2,370-79.1% | $2,281-78.3% |
| Participant deferral / active EE | $3,686 | $2,856+29.0% | $3,550+3.8% | $3,203+15.1% |
| Admin fee / account holder | $1,868 | $4,261-56.2% | $5,586-66.6% | $4,296-56.5% |