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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 | $31,304 | $60,349-48.1% | $74,184-57.8% | $62,881-50.2% |
| Participation rate | 79.4% | 72.7%+6.7pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 5.64% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,157 | $1,680-31.1% | $2,370-51.2% | $2,281-49.3% |
| Participant deferral / active EE | $2,369 | $2,856-17.1% | $3,550-33.3% | $3,203-26.1% |
| Admin fee / account holder | $5,058 | $4,261+18.7% | $5,586-9.5% | $4,296+17.7% |