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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 | $28,668 | $43,344-33.9% | $59,899-52.1% | $64,173-55.3% |
| Participation rate | 80.6% | 69.2%+11.4pp | 74.7%+5.9pp | 69.6%+11.0pp |
| Annual return | 9.99% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $577 | $2,030-71.6% | $2,723-78.8% | $2,381-75.8% |
| Participant deferral / active EE | $1,209 | $2,547-52.5% | $3,402-64.5% | $3,470-65.2% |
| Admin fee / account holder | $3,379 | $3,008+12.3% | $3,592-5.9% | $4,887-30.9% |