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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 | $44,579 | $48,364-7.8% | $71,796-37.9% | $62,881-29.1% |
| Participation rate | 80.7% | 60.6%+20.1pp | 69.1%+11.6pp | 69.3%+11.4pp |
| Annual return | 8.38% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $862 | $1,042-17.2% | $1,924-55.2% | $2,281-62.2% |
| Participant deferral / active EE | $2,861 | $2,091+36.8% | $2,794+2.4% | $3,203-10.7% |
| Admin fee / account holder | $3,858 | $3,771+2.3% | $4,815-19.9% | $4,296-10.2% |