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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 | $26,220 | $48,078-45.5% | $78,676-66.7% | $62,881-58.3% |
| Participation rate | 73.3% | 65.2%+8.1pp | 73.6%-0.2pp | 69.3%+4.0pp |
| Annual return | 6.20% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $615 | $2,015-69.5% | $2,850-78.4% | $2,281-73.0% |
| Participant deferral / active EE | $2,307 | $2,587-10.8% | $3,517-34.4% | $3,203-28.0% |
| Admin fee / account holder | $871 | $3,206-72.8% | $4,510-80.7% | $4,296-79.7% |