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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 | $51,657 | $60,349-14.4% | $74,184-30.4% | $62,881-17.8% |
| Participation rate | 77.8% | 72.7%+5.0pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 8.17% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $718 | $1,680-57.3% | $2,370-69.7% | $2,281-68.5% |
| Participant deferral / active EE | $2,514 | $2,856-12.0% | $3,550-29.2% | $3,203-21.5% |
| Admin fee / account holder | $2,018 | $4,261-52.6% | $5,586-63.9% | $4,296-53.0% |