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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 | $54,327 | $102,828-47.2% | $105,387-48.4% | $152,909-64.5% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 18.41% | 20.85%-2.4pp | 26.82%-8.4pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,769 | $4,473-60.4% | $4,213-58.0% | $4,764-62.9% |
| Participant deferral / active EE | $7,078 | $5,465+29.5% | $5,502+28.6% | $5,851+21.0% |
| Admin fee / account holder | $2,242 | $8,683-74.2% | $6,559-65.8% | $11,601-80.7% |