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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 | $46,043 | $58,627-21.5% | $76,735-40.0% | $82,448-44.2% |
| Participation rate | 70.0% | 63.2%+6.8pp | 69.5%+0.5pp | 68.1%+1.9pp |
| Annual return | 19.98% | 39.10%-19.1pp | 29.77%-9.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,609 | $1,729-7.0% | $2,454-34.5% | $2,551-36.9% |
| Participant deferral / active EE | $3,142 | $3,134+0.3% | $4,088-23.1% | $4,139-24.1% |
| Admin fee / account holder | $1,127 | $5,323-78.8% | $7,189-84.3% | $7,234-84.4% |