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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 | $59,637 | $63,314-5.8% | $91,004-34.5% | $62,293-4.3% |
| Participation rate | 71.7% | 73.3%-1.6pp | 75.6%-3.9pp | 69.5%+2.2pp |
| Annual return | 19.92% | 21.00%-1.1pp | 4.60%+15.3pp | 28.90%-9.0pp |
| Employer contribution / active EE | $892 | $1,807-50.6% | $2,456-63.7% | $2,042-56.3% |
| Participant deferral / active EE | $2,059 | $2,944-30.1% | $3,548-42.0% | $3,169-35.0% |
| Admin fee / account holder | $4,087 | $468+774.1% | $5,417-24.6% | $479+752.6% |