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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 | $47,839 | $106,524-55.1% | $152,301-68.6% | $87,485-45.3% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.4%+2.3pp | 68.9%+15.8pp |
| Annual return | 15.84% | 26.89%-11.0pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,356 | $3,371-30.1% | $4,624-49.1% | $2,596-9.3% |
| Participant deferral / active EE | $3,464 | $6,525-46.9% | $8,004-56.7% | $4,274-18.9% |
| Admin fee / account holder | $1,327 | $8,287-84.0% | $14,398-90.8% | $7,775-82.9% |