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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 | $28,944 | $51,466-43.8% | $78,778-63.3% | $62,293-53.5% |
| Participation rate | 72.4% | 59.8%+12.6pp | 69.2%+3.2pp | 69.5%+2.9pp |
| Annual return | 16.97% | 19.96%-3.0pp | 35.62%-18.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $383 | $827-53.7% | $1,986-80.7% | $2,042-81.3% |
| Participant deferral / active EE | $1,622 | $2,147-24.5% | $2,958-45.2% | $3,169-48.8% |
| Admin fee / account holder | $3,125 | $489+538.7% | $5,134-39.1% | $479+552.0% |