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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 | $55,142 | $69,541-20.7% | $59,899-7.9% | $135,380-59.3% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.7%-2.5pp | 82.6%-10.4pp |
| Annual return | 10.32% | 7.95%+2.4pp | 3.46%+6.9pp | 519.81%-509.5pp |
| Employer contribution / active EE | $2,257 | $3,236-30.2% | $2,723-17.1% | $4,779-52.8% |
| Participant deferral / active EE | $1,421 | $4,206-66.2% | $3,402-58.2% | $5,609-74.7% |
| Admin fee / account holder | $3,185 | $5,737-44.5% | $3,592-11.3% | $10,828-70.6% |