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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 | $36,365 | $60,349-39.7% | $74,184-51.0% | $62,881-42.2% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 6.40% | 21.38%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,572 | $1,680-6.5% | $2,370-33.7% | $2,281-31.1% |
| Participant deferral / active EE | $1,444 | $2,856-49.4% | $3,550-59.3% | $3,203-54.9% |
| Admin fee / account holder | $439 | $4,261-89.7% | $5,586-92.1% | $4,296-89.8% |