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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 | $43,363 | $49,255-12.0% | $70,494-38.5% | $79,856-45.7% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 14.00% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,508 | $2,100+19.4% | $2,738-8.4% | $2,471+1.5% |
| Participant deferral / active EE | $4,681 | $2,768+69.1% | $3,711+26.2% | $3,741+25.1% |
| Admin fee / account holder | $2,618 | $2,879-9.1% | $3,848-32.0% | $5,306-50.7% |