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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 | $35,266 | $56,894-38.0% | $84,753-58.4% | $62,881-43.9% |
| Participation rate | 77.9% | 68.5%+9.4pp | 76.6%+1.3pp | 69.3%+8.6pp |
| Annual return | 6.08% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,641 | $2,709-39.4% | $3,712-55.8% | $3,203-48.8% |
| Admin fee / account holder | $3,576 | $3,581-0.1% | $5,333-32.9% | $4,296-16.8% |