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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 | $44,371 | $152,394-70.9% | $124,067-64.2% | $155,188-71.4% |
| Participation rate | 73.3% | 68.8%+4.5pp | 66.9%+6.4pp | 80.8%-7.5pp |
| Annual return | 15.35% | 34.93%-19.6pp | 31.06%-15.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $631 | $2,398-73.7% | $2,166-70.8% | $4,248-85.1% |
| Participant deferral / active EE | $1,677 | $3,823-56.1% | $3,463-51.6% | $6,531-74.3% |
| Admin fee / account holder | $3,445 | $6,949-50.4% | $7,351-53.1% | $14,480-76.2% |