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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 | $38,437 | $51,769-25.8% | $57,356-33.0% | $52,331-26.5% |
| Participation rate | 72.6% | 75.2%-2.6pp | 75.1%-2.4pp | 68.1%+4.5pp |
| Annual return | 1.96% | 2.43%-0.5pp | 24.41%-22.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,525 | $2,335-34.7% | $2,689-43.3% | $1,882-18.9% |
| Participant deferral / active EE | $1,005 | $2,794-64.0% | $3,162-68.2% | $3,022-66.7% |
| Admin fee / account holder | $907 | $295+207.7% | $3,357-73.0% | $592+53.3% |