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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 | $46,033 | $99,345-53.7% | $84,753-45.7% | $273,972-83.2% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.59% | 22.93%-18.3pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,511 | $4,214-64.2% | $3,574-57.7% | $4,869-69.0% |
| Participant deferral / active EE | $2,001 | $4,270-53.1% | $3,712-46.1% | $5,287-62.2% |
| Admin fee / account holder | $885 | $6,645-86.7% | $5,333-83.4% | $10,133-91.3% |