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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 | $48,438 | $48,364+0.2% | $71,796-32.5% | $62,881-23.0% |
| Participation rate | 75.3% | 60.6%+14.6pp | 69.1%+6.1pp | 69.3%+6.0pp |
| Annual return | 8.36% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $563 | $1,042-46.0% | $1,924-70.8% | $2,281-75.3% |
| Participant deferral / active EE | $3,332 | $2,091+59.3% | $2,794+19.2% | $3,203+4.0% |
| Admin fee / account holder | $4,556 | $3,771+20.8% | $4,815-5.4% | $4,296+6.1% |