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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 | $30,114 | $52,306-42.4% | $69,779-56.8% | $62,881-52.1% |
| Participation rate | 85.7% | 67.2%+18.5pp | 71.8%+13.9pp | 69.3%+16.4pp |
| Annual return | 5.54% | 13.35%-7.8pp | 12.99%-7.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $638 | $1,799-64.6% | $2,338-72.7% | $2,281-72.0% |
| Participant deferral / active EE | $2,024 | $2,395-15.5% | $2,931-30.9% | $3,203-36.8% |
| Admin fee / account holder | $35,190 | $3,691+853.4% | $4,381+703.3% | $4,296+719.2% |