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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 | $44,787 | $72,492-38.2% | $87,104-48.6% | $72,975-38.6% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.9%+3.4pp | 69.5%+10.8pp |
| Annual return | 16.21% | 24.46%-8.3pp | 28.19%-12.0pp | 81.01%-64.8pp |
| Employer contribution / active EE | $1,380 | $1,894-27.1% | $2,521-45.3% | $2,440-43.4% |
| Participant deferral / active EE | $2,378 | $3,270-27.3% | $4,048-41.3% | $3,608-34.1% |
| Admin fee / account holder | $2,063 | $5,055-59.2% | $7,491-72.5% | $5,124-59.7% |