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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 | $32,461 | $45,079-28.0% | $69,461-53.3% | $72,983-55.5% |
| Participation rate | 88.5% | 68.5%+20.0pp | 74.6%+13.9pp | 69.5%+19.0pp |
| Annual return | 6.22% | 22.65%-16.4pp | 28.97%-22.7pp | 81.01%-74.8pp |
| Employer contribution / active EE | $7,518 | $2,055+265.9% | $2,779+170.5% | $2,440+208.1% |
| Participant deferral / active EE | $2,729 | $2,603+4.8% | $3,536-22.8% | $3,608-24.4% |
| Admin fee / account holder | $2,161 | $3,056-29.3% | $3,840-43.7% | $5,124-57.8% |