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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 | $35,571 | $60,349-41.1% | $74,184-52.0% | $62,881-43.4% |
| Participation rate | 75.9% | 72.7%+3.1pp | 76.6%-0.8pp | 69.3%+6.6pp |
| Annual return | 7.83% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $649 | $1,680-61.4% | $2,370-72.6% | $2,281-71.5% |
| Participant deferral / active EE | $2,318 | $2,856-18.9% | $3,550-34.7% | $3,203-27.6% |
| Admin fee / account holder | $12,020 | $4,261+182.1% | $5,586+115.2% | $4,296+179.8% |