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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 | $52,863 | $60,349-12.4% | $74,184-28.7% | $62,881-15.9% |
| Participation rate | 93.0% | 72.7%+20.3pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 6.81% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $636 | $1,680-62.1% | $2,370-73.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,941 | $2,856-32.1% | $3,550-45.3% | $3,203-39.4% |
| Admin fee / account holder | $2,572 | $4,261-39.6% | $5,586-53.9% | $4,296-40.1% |