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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 | $54,560 | $80,985-32.6% | $96,576-43.5% | $75,181-27.4% |
| Participation rate | 79.1% | 71.8%+7.3pp | 76.0%+3.1pp | 67.2%+11.9pp |
| Annual return | 17.65% | 27.05%-9.4pp | 25.87%-8.2pp | 160.69%-143.0pp |
| Employer contribution / active EE | $1,318 | $2,282-42.2% | $2,965-55.5% | $2,671-50.6% |
| Participant deferral / active EE | $3,893 | $3,929-0.9% | $4,851-19.8% | $4,126-5.7% |
| Admin fee / account holder | $3,089 | $6,719-54.0% | $8,253-62.6% | $5,650-45.3% |