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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 | $34,488 | $60,349-42.9% | $74,184-53.5% | $62,881-45.2% |
| Participation rate | 70.3% | 72.7%-2.4pp | 76.6%-6.3pp | 69.3%+1.0pp |
| Annual return | 6.85% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $696 | $1,680-58.6% | $2,370-70.7% | $2,281-69.5% |
| Participant deferral / active EE | $1,480 | $2,856-48.2% | $3,550-58.3% | $3,203-53.8% |
| Admin fee / account holder | $3,204 | $4,261-24.8% | $5,586-42.6% | $4,296-25.4% |