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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 | $51,396 | $99,345-48.3% | $84,753-39.4% | $273,972-81.2% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 5.44% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,429 | $4,214-42.4% | $3,574-32.1% | $4,869-50.1% |
| Participant deferral / active EE | $5,580 | $4,270+30.7% | $3,712+50.3% | $5,287+5.5% |
| Admin fee / account holder | $303 | $6,645-95.4% | $5,333-94.3% | $10,133-97.0% |