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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 | $27,456 | $39,132-29.8% | $57,196-52.0% | $62,881-56.3% |
| Participation rate | 81.3% | 70.5%+10.8pp | 75.3%+5.9pp | 69.3%+11.9pp |
| Annual return | 2.74% | 9.24%-6.5pp | 14.59%-11.9pp | 20.14%-17.4pp |
| Employer contribution / active EE | $829 | $1,874-55.7% | $2,683-69.1% | $2,281-63.6% |
| Participant deferral / active EE | $1,147 | $2,374-51.7% | $3,096-63.0% | $3,203-64.2% |
| Admin fee / account holder | $3,764 | $2,594+45.1% | $3,141+19.8% | $4,296-12.4% |