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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 | $29,863 | $39,132-23.7% | $57,196-47.8% | $62,881-52.5% |
| Participation rate | 70.2% | 70.5%-0.3pp | 75.3%-5.1pp | 69.3%+0.9pp |
| Annual return | 3.82% | 9.24%-5.4pp | 14.59%-10.8pp | 20.14%-16.3pp |
| Employer contribution / active EE | $909 | $1,874-51.5% | $2,683-66.1% | $2,281-60.2% |
| Participant deferral / active EE | $1,545 | $2,374-34.9% | $3,096-50.1% | $3,203-51.8% |
| Admin fee / account holder | $3,653 | $2,594+40.8% | $3,141+16.3% | $4,296-15.0% |