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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 | $58,225 | $60,349-3.5% | $74,184-21.5% | $62,881-7.4% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 5.18% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $795 | $1,680-52.7% | $2,370-66.5% | $2,281-65.2% |
| Participant deferral / active EE | $3,139 | $2,856+9.9% | $3,550-11.6% | $3,203-2.0% |
| Admin fee / account holder | $8,210 | $4,261+92.7% | $5,586+47.0% | $4,296+91.1% |