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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 | $37,674 | $41,377-9.0% | $109,313-65.5% | $62,881-40.1% |
| Participation rate | 71.4% | 57.5%+13.9pp | 71.3%+0.2pp | 69.3%+2.1pp |
| Annual return | 6.48% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $904 | $1,276-29.2% | $3,892-76.8% | $2,281-60.4% |
| Participant deferral / active EE | $1,924 | $2,045-5.9% | $3,166-39.2% | $3,203-39.9% |
| Admin fee / account holder | $1,158 | $2,884-59.8% | $5,666-79.6% | $4,296-73.0% |