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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 | $37,583 | $56,054-33.0% | $171,082-78.0% | $62,881-40.2% |
| Participation rate | 87.5% | 62.9%+24.6pp | 76.7%+10.8pp | 69.3%+18.2pp |
| Annual return | 5.99% | 22.52%-16.5pp | 32.56%-26.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $672 | $1,731-61.2% | $4,002-83.2% | $2,281-70.6% |
| Participant deferral / active EE | $2,118 | $3,158-32.9% | $4,797-55.9% | $3,203-33.9% |
| Admin fee / account holder | $1,590 | $3,647-56.4% | $8,520-81.3% | $4,296-63.0% |