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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 | $47,790 | $95,453-49.9% | $112,040-57.3% | $82,448-42.0% |
| Participation rate | 77.4% | 72.8%+4.7pp | 76.5%+0.9pp | 68.1%+9.4pp |
| Annual return | 15.75% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,338 | $2,318-42.3% | $2,954-54.7% | $2,551-47.6% |
| Participant deferral / active EE | $3,460 | $4,224-18.1% | $5,098-32.1% | $4,139-16.4% |
| Admin fee / account holder | $1,839 | $9,013-79.6% | $12,098-84.8% | $7,234-74.6% |