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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 | $32,573 | $39,132-16.8% | $57,196-43.1% | $62,881-48.2% |
| Participation rate | 81.3% | 70.5%+10.8pp | 75.3%+5.9pp | 69.3%+11.9pp |
| Annual return | 3.96% | 9.24%-5.3pp | 14.59%-10.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $928 | $1,874-50.5% | $2,683-65.4% | $2,281-59.3% |
| Participant deferral / active EE | $1,010 | $2,374-57.5% | $3,096-67.4% | $3,203-68.5% |
| Admin fee / account holder | $3,164 | $2,594+22.0% | $3,141+0.7% | $4,296-26.4% |