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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 | $32,977 | $93,064-64.6% | $74,577-55.8% | $273,972-88.0% |
| Participation rate | 76.2% | 74.9%+1.2pp | 68.1%+8.1pp | 83.0%-6.8pp |
| Annual return | 3.22% | 26.18%-23.0pp | 20.47%-17.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,299 | $4,160-68.8% | $3,458-62.4% | $5,287-75.4% |
| Admin fee / account holder | $1,473 | $5,273-72.1% | $4,138-64.4% | $10,133-85.5% |