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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 | $45,214 | $67,411-32.9% | $91,004-50.3% | $70,124-35.5% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 17.87% | -40.16%+58.0pp | 4.60%+13.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $841 | $1,786-52.9% | $2,456-65.8% | $2,342-64.1% |
| Participant deferral / active EE | $4,392 | $2,823+55.6% | $3,548+23.8% | $3,332+31.8% |
| Admin fee / account holder | $1,922 | $4,236-54.6% | $5,417-64.5% | $4,645-58.6% |