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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 | $24,344 | $41,377-41.2% | $109,313-77.7% | $62,881-61.3% |
| Participation rate | 74.4% | 57.5%+16.9pp | 71.3%+3.2pp | 69.3%+5.1pp |
| Annual return | 5.64% | 11.05%-5.4pp | 22.07%-16.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $751 | $1,276-41.1% | $3,892-80.7% | $2,281-67.1% |
| Participant deferral / active EE | $1,669 | $2,045-18.4% | $3,166-47.3% | $3,203-47.9% |
| Admin fee / account holder | $2,137 | $2,884-25.9% | $5,666-62.3% | $4,296-50.3% |