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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 | $30,161 | $41,377-27.1% | $109,313-72.4% | $62,881-52.0% |
| Participation rate | 72.0% | 57.5%+14.5pp | 71.3%+0.7pp | 69.3%+2.7pp |
| Annual return | 6.61% | 11.05%-4.4pp | 22.07%-15.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $821 | $1,276-35.6% | $3,892-78.9% | $2,281-64.0% |
| Participant deferral / active EE | $1,225 | $2,045-40.1% | $3,166-61.3% | $3,203-61.8% |
| Admin fee / account holder | $338 | $2,884-88.3% | $5,666-94.0% | $4,296-92.1% |