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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 | $46,471 | $47,944-3.1% | $67,834-31.5% | $62,881-26.1% |
| Participation rate | 87.8% | 61.1%+26.7pp | 68.8%+19.0pp | 69.3%+18.5pp |
| Annual return | 6.04% | 11.77%-5.7pp | 138.47%-132.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $558 | $1,562-64.3% | $2,403-76.8% | $2,281-75.5% |
| Participant deferral / active EE | $3,638 | $2,247+61.9% | $3,160+15.1% | $3,203+13.6% |
| Admin fee / account holder | $948 | $3,712-74.5% | $4,622-79.5% | $4,296-77.9% |