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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 | $43,163 | $45,079-4.3% | $69,461-37.9% | $72,983-40.9% |
| Participation rate | 76.7% | 68.5%+8.3pp | 74.6%+2.1pp | 69.5%+7.3pp |
| Annual return | 5.99% | 22.65%-16.7pp | 28.97%-23.0pp | 81.01%-75.0pp |
| Employer contribution / active EE | $1,923 | $2,055-6.4% | $2,779-30.8% | $2,440-21.2% |
| Participant deferral / active EE | $1,808 | $2,603-30.5% | $3,536-48.9% | $3,608-49.9% |
| Admin fee / account holder | $2,900 | $3,056-5.1% | $3,840-24.5% | $5,124-43.4% |