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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 | $30,919 | $45,082-31.4% | $69,464-55.5% | $72,975-57.6% |
| Participation rate | 80.6% | 68.5%+12.1pp | 74.6%+6.0pp | 69.5%+11.1pp |
| Annual return | 6.31% | 22.66%-16.3pp | 28.98%-22.7pp | 81.01%-74.7pp |
| Employer contribution / active EE | $574 | $2,055-72.1% | $2,779-79.3% | $2,440-76.5% |
| Participant deferral / active EE | $1,200 | $2,604-53.9% | $3,536-66.1% | $3,608-66.7% |
| Admin fee / account holder | $1,477 | $3,057-51.7% | $3,840-61.5% | $5,124-71.2% |