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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 | $32,769 | $47,944-31.7% | $67,834-51.7% | $62,881-47.9% |
| Participation rate | 83.3% | 61.1%+22.3pp | 68.8%+14.5pp | 69.3%+14.0pp |
| Annual return | 8.53% | 11.77%-3.2pp | 138.47%-129.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $715 | $1,562-54.2% | $2,403-70.2% | $2,281-68.6% |
| Participant deferral / active EE | $4,100 | $2,247+82.5% | $3,160+29.7% | $3,203+28.0% |
| Admin fee / account holder | $657 | $3,712-82.3% | $4,622-85.8% | $4,296-84.7% |