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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 | $45,458 | $76,834-40.8% | $108,359-58.0% | $87,485-48.0% |
| Participation rate | 77.6% | 61.7%+15.9pp | 70.1%+7.5pp | 68.9%+8.7pp |
| Annual return | 17.28% | 19.09%-1.8pp | 36.89%-19.6pp | 26.06%-8.8pp |
| Employer contribution / active EE | $595 | $1,556-61.8% | $2,399-75.2% | $2,596-77.1% |
| Participant deferral / active EE | $3,003 | $3,100-3.1% | $4,137-27.4% | $4,274-29.7% |
| Admin fee / account holder | $4,180 | $6,537-36.1% | $9,741-57.1% | $7,775-46.2% |