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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 | $30,934 | $45,082-31.4% | $69,464-55.5% | $72,975-57.6% |
| Participation rate | 90.8% | 68.5%+22.3pp | 74.6%+16.2pp | 69.5%+21.3pp |
| Annual return | 5.73% | 22.66%-16.9pp | 28.98%-23.2pp | 81.01%-75.3pp |
| Employer contribution / active EE | $868 | $2,055-57.8% | $2,779-68.8% | $2,440-64.4% |
| Participant deferral / active EE | $2,338 | $2,604-10.2% | $3,536-33.9% | $3,608-35.2% |
| Admin fee / account holder | $1,868 | $3,057-38.9% | $3,840-51.4% | $5,124-63.5% |