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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 | $49,386 | $57,108-13.5% | $94,229-47.6% | $52,331-5.6% |
| Participation rate | 72.6% | 72.9%-0.3pp | 78.8%-6.1pp | 68.1%+4.5pp |
| Annual return | 13.68% | 1.47%+12.2pp | 10.68%+3.0pp | 4.54%+9.1pp |
| Employer contribution / active EE | $471 | $1,735-72.9% | $3,587-86.9% | $1,882-75.0% |
| Participant deferral / active EE | $3,132 | $3,040+3.0% | $4,320-27.5% | $3,022+3.6% |
| Admin fee / account holder | $1,028 | $546+88.2% | $6,269-83.6% | $592+73.8% |