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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 | $29,826 | $49,025-39.2% | $87,502-65.9% | $62,881-52.6% |
| Participation rate | 79.8% | 64.9%+14.9pp | 73.8%+5.9pp | 69.3%+10.5pp |
| Annual return | 6.26% | 10.02%-3.8pp | 12.21%-6.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,827 | $2,289-20.2% | $3,149-42.0% | $3,203-43.0% |
| Admin fee / account holder | $14,867 | $4,065+265.7% | $4,221+252.3% | $4,296+246.1% |