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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 | $35,667 | $56,894-37.3% | $84,753-57.9% | $62,881-43.3% |
| Participation rate | 71.0% | 68.5%+2.4pp | 76.6%-5.6pp | 69.3%+1.7pp |
| Annual return | 5.83% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $942 | $2,400-60.8% | $3,574-73.7% | $2,281-58.7% |
| Participant deferral / active EE | $2,287 | $2,709-15.6% | $3,712-38.4% | $3,203-28.6% |
| Admin fee / account holder | $2,235 | $3,581-37.6% | $5,333-58.1% | $4,296-48.0% |