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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 | $29,873 | $88,707-66.3% | $74,184-59.7% | $273,972-89.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 4.46% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,054 | $3,159-66.6% | $2,370-55.5% | $4,869-78.4% |
| Participant deferral / active EE | $2,291 | $4,212-45.6% | $3,550-35.5% | $5,287-56.7% |
| Admin fee / account holder | $2,641 | $8,717-69.7% | $5,586-52.7% | $10,133-73.9% |