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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 | $33,057 | $60,349-45.2% | $74,184-55.4% | $62,881-47.4% |
| Participation rate | 77.2% | 72.7%+4.5pp | 76.6%+0.6pp | 69.3%+7.9pp |
| Annual return | 6.22% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $412 | $1,680-75.5% | $2,370-82.6% | $2,281-81.9% |
| Participant deferral / active EE | $2,234 | $2,856-21.8% | $3,550-37.1% | $3,203-30.2% |
| Admin fee / account holder | $580 | $4,261-86.4% | $5,586-89.6% | $4,296-86.5% |