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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 | $51,646 | $59,839-13.7% | $81,988-37.0% | $79,858-35.3% |
| Participation rate | 86.7% | 61.6%+25.0pp | 69.3%+17.4pp | 69.6%+17.0pp |
| Annual return | 12.39% | 17.56%-5.2pp | 41.31%-28.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,482 | $1,713-13.5% | $2,498-40.7% | $2,471-40.0% |
| Participant deferral / active EE | $3,520 | $2,695+30.6% | $3,722-5.4% | $3,740-5.9% |
| Admin fee / account holder | $2,323 | $4,287-45.8% | $5,665-59.0% | $5,306-56.2% |