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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 | $29,719 | $71,873-58.7% | $86,698-65.7% | $68,490-56.6% |
| Participation rate | 80.6% | 72.2%+8.3pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | 2.07% | 3.54%-1.5pp | 35.96%-33.9pp | -7.85%+9.9pp |
| Employer contribution / active EE | $661 | $2,173-69.6% | $2,837-76.7% | $2,597-74.5% |
| Participant deferral / active EE | $2,582 | $3,779-31.7% | $4,656-44.6% | $4,028-35.9% |
| Admin fee / account holder | $6,562 | $6,110+7.4% | $7,492-12.4% | $5,403+21.4% |