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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 | $32,826 | $73,981-55.6% | $105,754-69.0% | $62,881-47.8% |
| Participation rate | 70.2% | 71.7%-1.5pp | 78.9%-8.7pp | 69.3%+0.9pp |
| Annual return | 5.41% | 17.60%-12.2pp | 12.25%-6.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $720 | $2,856-74.8% | $4,079-82.4% | $2,281-68.4% |
| Participant deferral / active EE | $1,846 | $4,038-54.3% | $5,326-65.3% | $3,203-42.4% |
| Admin fee / account holder | $12,028 | $5,976+101.3% | $8,309+44.8% | $4,296+180.0% |