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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 | $50,273 | $56,054-10.3% | $171,082-70.6% | $62,881-20.1% |
| Participation rate | 72.9% | 62.9%+10.0pp | 76.7%-3.8pp | 69.3%+3.6pp |
| Annual return | 7.89% | 22.52%-14.6pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $410 | $1,731-76.3% | $4,002-89.8% | $2,281-82.0% |
| Participant deferral / active EE | $2,454 | $3,158-22.3% | $4,797-48.8% | $3,203-23.4% |
| Admin fee / account holder | $1,438 | $3,647-60.6% | $8,520-83.1% | $4,296-66.5% |