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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 | $51,931 | $60,349-13.9% | $74,184-30.0% | $62,881-17.4% |
| Participation rate | 73.1% | 72.7%+0.4pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 8.47% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $883 | $1,680-47.4% | $2,370-62.7% | $2,281-61.3% |
| Participant deferral / active EE | $2,573 | $2,856-9.9% | $3,550-27.5% | $3,203-19.7% |
| Admin fee / account holder | $699 | $4,261-83.6% | $5,586-87.5% | $4,296-83.7% |