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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 | $36,269 | $58,828-38.3% | $78,002-53.5% | $62,881-42.3% |
| Participation rate | 82.9% | 71.1%+11.9pp | 75.5%+7.4pp | 69.3%+13.6pp |
| Annual return | 5.92% | 17.16%-11.2pp | 425.99%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $639 | $1,672-61.8% | $2,470-74.2% | $2,281-72.0% |
| Participant deferral / active EE | $1,998 | $2,686-25.6% | $3,497-42.9% | $3,203-37.6% |
| Admin fee / account holder | $1,695 | $4,393-61.4% | $5,481-69.1% | $4,296-60.5% |