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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 | $30,877 | $60,349-48.8% | $74,184-58.4% | $62,881-50.9% |
| Participation rate | 71.1% | 72.7%-1.6pp | 76.6%-5.5pp | 69.3%+1.8pp |
| Annual return | 5.75% | 21.38%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,712 | $1,680+1.9% | $2,370-27.8% | $2,281-24.9% |
| Participant deferral / active EE | $2,667 | $2,856-6.6% | $3,550-24.9% | $3,203-16.7% |
| Admin fee / account holder | $1,950 | $4,261-54.2% | $5,586-65.1% | $4,296-54.6% |