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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 | $46,476 | $59,804-22.3% | $81,982-43.3% | $79,856-41.8% |
| Participation rate | 75.9% | 61.6%+14.2pp | 69.3%+6.6pp | 69.6%+6.2pp |
| Annual return | 13.09% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $754 | $1,713-56.0% | $2,498-69.8% | $2,471-69.5% |
| Participant deferral / active EE | $3,951 | $2,695+46.6% | $3,722+6.1% | $3,741+5.6% |
| Admin fee / account holder | $2,706 | $4,288-36.9% | $5,665-52.2% | $5,306-49.0% |