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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 | $30,336 | $39,132-22.5% | $57,196-47.0% | $62,881-51.8% |
| Participation rate | 93.9% | 70.5%+23.5pp | 75.3%+18.6pp | 69.3%+24.6pp |
| Annual return | 6.69% | 9.24%-2.5pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $907 | $1,874-51.6% | $2,683-66.2% | $2,281-60.2% |
| Participant deferral / active EE | $2,050 | $2,374-13.7% | $3,096-33.8% | $3,203-36.0% |
| Admin fee / account holder | $5,745 | $2,594+121.5% | $3,141+82.9% | $4,296+33.7% |