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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 | $37,859 | $52,306-27.6% | $69,779-45.7% | $62,881-39.8% |
| Participation rate | 72.1% | 67.2%+4.9pp | 71.8%+0.3pp | 69.3%+2.8pp |
| Annual return | 8.12% | 13.35%-5.2pp | 12.99%-4.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $335 | $1,799-81.4% | $2,338-85.7% | $2,281-85.3% |
| Participant deferral / active EE | $1,892 | $2,395-21.0% | $2,931-35.4% | $3,203-40.9% |
| Admin fee / account holder | $2,763 | $3,691-25.1% | $4,381-36.9% | $4,296-35.7% |