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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 | $37,417 | $60,349-38.0% | $74,184-49.6% | $62,881-40.5% |
| Participation rate | 84.9% | 72.7%+12.2pp | 76.6%+8.3pp | 69.3%+15.6pp |
| Annual return | 6.28% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,118 | $1,680-33.4% | $2,370-52.8% | $2,281-51.0% |
| Participant deferral / active EE | $1,640 | $2,856-42.6% | $3,550-53.8% | $3,203-48.8% |
| Admin fee / account holder | $1,183 | $4,261-72.2% | $5,586-78.8% | $4,296-72.5% |