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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 | $48,245 | $55,684-13.4% | $75,900-36.4% | $72,976-33.9% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.3%+4.0pp | 69.5%+3.8pp |
| Annual return | 18.02% | 27.60%-9.6pp | 30.73%-12.7pp | 81.02%-63.0pp |
| Employer contribution / active EE | $905 | $1,687-46.4% | $2,501-63.8% | $2,440-62.9% |
| Participant deferral / active EE | $2,013 | $2,634-23.6% | $3,604-44.1% | $3,608-44.2% |
| Admin fee / account holder | $6,471 | $3,981+62.5% | $5,421+19.4% | $5,124+26.3% |