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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 | $35,555 | $32,037+11.0% | $69,182-48.6% | $62,881-43.5% |
| Participation rate | 71.2% | 43.4%+27.7pp | 55.1%+16.0pp | 69.3%+1.8pp |
| Annual return | 7.53% | 15.16%-7.6pp | -21.93%+29.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $383 | $679-43.5% | $1,206-68.2% | $2,281-83.2% |
| Participant deferral / active EE | $862 | $1,185-27.3% | $1,897-54.6% | $3,203-73.1% |
| Admin fee / account holder | $305 | $2,608-88.3% | $2,697-88.7% | $4,296-92.9% |