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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 | $44,568 | $58,828-24.2% | $78,002-42.9% | $62,881-29.1% |
| Participation rate | 73.1% | 71.1%+2.0pp | 75.5%-2.4pp | 69.3%+3.8pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,322 | $1,672-20.9% | $2,470-46.5% | $2,281-42.0% |
| Participant deferral / active EE | $2,071 | $2,686-22.9% | $3,497-40.8% | $3,203-35.3% |
| Admin fee / account holder | $2,509 | $4,393-42.9% | $5,481-54.2% | $4,296-41.6% |