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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 | $35,663 | $72,471-50.8% | $94,215-62.1% | $86,983-59.0% |
| Participation rate | 87.2% | 63.9%+23.3pp | 70.0%+17.2pp | 69.5%+17.6pp |
| Annual return | 14.35% | 26.44%-12.1pp | 28.22%-13.9pp | 25.83%-11.5pp |
| Employer contribution / active EE | $654 | $1,936-66.2% | $2,675-75.6% | $2,584-74.7% |
| Participant deferral / active EE | $2,524 | $3,397-25.7% | $4,276-41.0% | $4,194-39.8% |
| Admin fee / account holder | $3,707 | $6,468-42.7% | $10,216-63.7% | $7,856-52.8% |