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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 | $33,367 | $60,349-44.7% | $74,184-55.0% | $62,881-46.9% |
| Participation rate | 91.2% | 72.7%+18.5pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 6.45% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,829 | $1,680+8.8% | $2,370-22.8% | $2,281-19.8% |
| Participant deferral / active EE | $2,742 | $2,856-4.0% | $3,550-22.7% | $3,203-14.4% |
| Admin fee / account holder | $1,415 | $4,261-66.8% | $5,586-74.7% | $4,296-67.1% |