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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 | $38,086 | $39,132-2.7% | $57,196-33.4% | $62,881-39.4% |
| Participation rate | 70.6% | 70.5%+0.1pp | 75.3%-4.7pp | 69.3%+1.3pp |
| Annual return | 1.98% | 9.24%-7.3pp | 14.59%-12.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $5,061 | $1,874+170.1% | $2,683+88.6% | $2,281+121.9% |
| Participant deferral / active EE | $7,930 | $2,374+234.0% | $3,096+156.1% | $3,203+147.6% |
| Admin fee / account holder | $1,326 | $2,594-48.9% | $3,141-57.8% | $4,296-69.1% |