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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 | $33,610 | $47,944-29.9% | $67,834-50.5% | $62,881-46.5% |
| Participation rate | 77.4% | 61.1%+16.4pp | 68.8%+8.6pp | 69.3%+8.1pp |
| Annual return | 7.33% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $400 | $1,562-74.4% | $2,403-83.3% | $2,281-82.4% |
| Participant deferral / active EE | $2,006 | $2,247-10.7% | $3,160-36.5% | $3,203-37.4% |
| Admin fee / account holder | $885 | $3,712-76.2% | $4,622-80.8% | $4,296-79.4% |