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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 | $54,598 | $60,349-9.5% | $74,184-26.4% | $62,881-13.2% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 6.78% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,397 | $1,680-16.9% | $2,370-41.1% | $2,281-38.7% |
| Participant deferral / active EE | $2,318 | $2,856-18.8% | $3,550-34.7% | $3,203-27.6% |
| Admin fee / account holder | $1,413 | $4,261-66.8% | $5,586-74.7% | $4,296-67.1% |