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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 | $30,047 | $47,944-37.3% | $67,834-55.7% | $62,881-52.2% |
| Participation rate | 79.1% | 61.1%+18.0pp | 68.8%+10.3pp | 69.3%+9.8pp |
| Annual return | 6.94% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $831 | $1,562-46.8% | $2,403-65.4% | $2,281-63.6% |
| Participant deferral / active EE | $2,149 | $2,247-4.4% | $3,160-32.0% | $3,203-32.9% |
| Admin fee / account holder | $982 | $3,712-73.5% | $4,622-78.8% | $4,296-77.1% |