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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 | $51,080 | $60,349-15.4% | $74,184-31.1% | $62,881-18.8% |
| Participation rate | 73.1% | 72.7%+0.3pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 7.52% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $602 | $1,680-64.2% | $2,370-74.6% | $2,281-73.6% |
| Participant deferral / active EE | $1,730 | $2,856-39.4% | $3,550-51.3% | $3,203-46.0% |
| Admin fee / account holder | $6,034 | $4,261+41.6% | $5,586+8.0% | $4,296+40.5% |