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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 | $54,633 | $39,132+39.6% | $57,196-4.5% | $62,881-13.1% |
| Participation rate | 72.4% | 70.5%+2.0pp | 75.3%-2.9pp | 69.3%+3.1pp |
| Annual return | 5.18% | 9.24%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,674 | $1,874-10.7% | $2,683-37.6% | $2,281-26.6% |
| Participant deferral / active EE | $2,682 | $2,374+13.0% | $3,096-13.4% | $3,203-16.3% |
| Admin fee / account holder | $12,702 | $2,594+389.7% | $3,141+304.4% | $4,296+195.7% |