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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 | $34,015 | $60,349-43.6% | $74,184-54.1% | $62,881-45.9% |
| Participation rate | 78.9% | 72.7%+6.2pp | 76.6%+2.3pp | 69.3%+9.6pp |
| Annual return | 8.76% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,632 | $2,856-7.8% | $3,550-25.8% | $3,203-17.8% |
| Admin fee / account holder | $7,531 | $4,261+76.8% | $5,586+34.8% | $4,296+75.3% |