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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 | $46,724 | $39,132+19.4% | $57,196-18.3% | $62,881-25.7% |
| Participation rate | 78.3% | 70.5%+7.9pp | 75.3%+3.0pp | 69.3%+9.0pp |
| Annual return | 8.19% | 9.24%-1.0pp | 14.59%-6.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $869 | $2,374-63.4% | $3,096-71.9% | $3,203-72.9% |
| Admin fee / account holder | $2,484 | $2,594-4.2% | $3,141-20.9% | $4,296-42.2% |