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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 | $36,561 | $96,956-62.3% | $69,779-47.6% | $273,972-86.7% |
| Participation rate | 76.9% | 77.1%-0.1pp | 71.8%+5.1pp | 83.0%-6.1pp |
| Annual return | 3.41% | 12.93%-9.5pp | 12.99%-9.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $930 | $3,316-71.9% | $2,338-60.2% | $4,869-80.9% |
| Participant deferral / active EE | $2,073 | $3,744-44.6% | $2,931-29.3% | $5,287-60.8% |
| Admin fee / account holder | $3,597 | $7,934-54.7% | $4,381-17.9% | $10,133-64.5% |