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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 | $39,192 | $60,349-35.1% | $74,184-47.2% | $62,881-37.7% |
| Participation rate | 72.9% | 72.7%+0.2pp | 76.6%-3.7pp | 69.3%+3.6pp |
| Annual return | 8.36% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $951 | $1,680-43.4% | $2,370-59.9% | $2,281-58.3% |
| Participant deferral / active EE | $2,315 | $2,856-18.9% | $3,550-34.8% | $3,203-27.7% |
| Admin fee / account holder | $744 | $4,261-82.5% | $5,586-86.7% | $4,296-82.7% |